Performance workflow
- Timeline view for portfolio-level movement
- Trade timeline with realized outcomes
- Attribution context for what moved returns
Use case
Review net performance trends, closed positions, and trade impact with fees and FX included in imports.
Yes. Return analysis uses parsed trade details including fees and FX, not gross-only numbers.
Yes. Closed-position context and timeline views help you review realized results by period.
After new trade confirmations are synced, dashboard metrics are recalculated from the latest imported activity.
Open How it works for the forward-and-parse setup steps.