Journal Ledger and Trade Info
Ledger, Holdings, Past Trades and more
The Journal gives you all the important reports you need for your trading activities, investments, and tax filing, all in one place!
Here’s what you can access:
- Portfolio Overview
- Holdings
- Past Trades
- Realised P&L
- Profit & Loss Report
- Tax Report
- Holdings Summary
- Ledger Summary
- Fund Summary
- Contract Notes
- Global Transactions
You can also view your account details and important documents easily on the Journal, making it super simple to manage everything from a single platform.
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