I have created an account “JS” in my portfolio. all my holding assets i have added in the same account. but i am confised of the fact how much money/cash i was injected in the account ? there is not such calculation on the account to tell how much cash i have added to the account and how much cash balance i have at the moment. Question #2: once i sell an asset/share from my account, it will be converted to cash. there is no calculation in account to advise how much cash i have at the moment. Question #3: is there a way to calculate my current average buying price of share, based on the trades (sale/buy) i have executed. based on this information I can make a clear strategy, if to add to my winners / cut my losers ??? Question #4: i have two accounts: 1- JS 2- AHL i have purchased shares in both my accounts and both have different prices. do both of the shares will be shown consolidated in my dashboard ? looking forward to your support. Regards Muhammad

[image] MKRZ: there is not such calculation on the account to tell how much cash i have added to the account and how much cash balance i have at the moment. [image] MKRZ: once i sell an asset/share from my account, it will be converted to cash. there is no calculation in account to advise how much cash i have at the moment. Cash tracking is currently in development. But the “Invested Principal” metric will tell you how much money is invested. [image] MKRZ: Question #3: is there a way to calculate my current average buying price of share, based on the trades (sale/buy) i have executed. Navigate to the asset you want to check, there will be “Average Buy Price” under the first tab (the one with the “Price”). [image] MKRZ: i have purchased shares in both my accounts and both have different prices. do both of the shares will be shown consolidated in my dashboard ? Yes, when you will be looking at the whole porfolio. You can then navigate to either of the accounts to see only them (or filter it however you need).

cash received from an asset sale will be shown where? or this feature is in progress as well ?

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Support Questions

rafal June 18, 2025, 8:56am 4

Yes, it’s in progress. You can enable it in Early Access.

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