Performance Calendar
See your portfolio performance day by day.
See daily P&L in a monthly view. Open a day for the details, or switch between portfolios to review them separately.
Limited rollout · Try the fictional example without signing in.
Performance Calendar
Demo dataSeptember performance
12 up · 8 down
Select a day to see more.
Example months: Aug–Sep 2026.
USD · New York market dates
Performance Calendar is in a limited rollout and is not enabled for every account. Starting a trial does not enable calendar access.
Eligible accounts only. Card required. Pay $0 today. Your selected subscription renews automatically after the trial unless you cancel.
Workflow
From the month to a single day
- 1
Review the month
See monthly P&L and a cash-flow-adjusted return alongside daily results. Up and down days describe portfolio performance, not winning or losing trades.
- 2
Open a day
Review opening and closing account values, net deposits and withdrawals, and the available breakdown by asset class and portfolio. Select the day again or use Close to dismiss it.
- 3
Choose your portfolio
Review one portfolio or All Portfolios. The combined view uses the available portfolios and identifies incomplete coverage when data is missing.
Performance Calendar FAQs
What does the calendar’s P&L measure?
Daily portfolio P&L is the change in account value, including cash and valued holdings, adjusted for external deposits, withdrawals, and transfers. It includes changes in open positions, rather than only realized results from closed trades. Option premium received is not automatically profit. Monthly P&L covers the available period; monthly percentage returns adjust for the timing of external cash flows.
How much historical performance can I see?
You can review dates with the required saved activity and valuation history. A reliable starting baseline and a later covered close are needed. Manual entry, a positions-only CSV, or connecting a broker does not automatically recreate every past day.
Do I need to connect a broker?
No. Eligible manually tracked portfolios can also have calendar results when the required dated activity, cash, holdings, and valuations are available. Broker Sync is read-only, requires active paid Premium, and is not available during the trial. Performance Calendar access is subject to its separate limited rollout.
Continue the workflow
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Track your positions and review your results. Performance Calendar availability depends on the limited rollout and your portfolio’s data coverage.