Overall P&L should tie to Portfolio P&L+Dividends+Closed?

Q&A
1

Can anyone advise me if the Overall P&L of the ‘Report’ tab should tie to P&L + Dividends + Closed of Portfolio under ‘Overview’ Tab please?

Thank you.

2

Hi,

If you mean that if their values should be equal, then yes, they should be close. Slight difference would occur if you have multiple currency.

Thanks,
Evan

1 Like
3

thks Evan!