What it's for
The History page has two tabs: the Metravise Portfolio's closed positions, and every transaction in your My Portfolio.
- Metravise Portfolio tab
- Each closed position's entry and exit dates and prices, its return and how long it was held, with the exit rationale underneath. Filter by date range and sort by any column.
- PnL %
- The top figure is the position's impact on the portfolio; the bottom figure is the trade's own return, from entry to exit.
- My Portfolio tab
- Your buys, sells, deposits and withdrawals, filterable by period, type and stock. Each row shows the cash balance, and sales show realized P&L. You can edit or delete records here.