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Trader portfolios track round-trip trades with a P&L calendar, setups, and emotions. Investor portfolios track long-term positions with theses, check-ins, dividends, and live quotes. Mode is chosen per portfolio and locked after creation.
On an average-cost basis. Realized P&L is recognized per closing transaction on its execution date (in the portfolio's timezone), so partial trims realize on their own day.
Yes - Trader portfolios support CSV import with column mapping, a date-format step, validation, and a preview before anything is saved.
Privacy mode hides quantities and dollar amounts (keeping prices, percentages, and dates) for screenshots and screen-shares. It's display-only and changes nothing in your data.
Premium is $15/month and unlocks all journaling. Free accounts can register, manage their profile, and upgrade.
From Settings → Subscription. Access continues until the end of your paid period.
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