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Before: messy raw transaction records

Trade Date
Symbol
Side
Qty
Price
Amount
2024-01-08
AAPL
Buy
50
182.40
9120.00
2024-01-15
MSFT
Buy
20
391.30
7826.00
2024-01-22
AAPL
Buy
30
185.00
5550.00
2024-02-01
NVDA
Buy
10
672.10
6721.00
2024-02-15
AAPL
Sell
40
193.80
7752.00
2024-02-20
TSLA
Buy
15
193.50
2902.50
2024-02-28
MSFT
Sell
20
409.20
8184.00
2024-03-05
NVDA
Buy
5
704.40
3522.00
2024-03-12
TSLA
Sell
8
201.20
1609.60

After: clear realized P&L report

Net Realized P&L
$2,400
Based on 2 realized trades across 3 symbols, calculated using Average Cost.

Current Holdings

Symbol
Security Name
Remaining Qty
Cost / Qty
Cost Basis
AAPL
Apple
40
$184.25
$7,370.00

Trade Records

Date
Symbol
Security Name
Side
Quantity
Amount
Fee
Realized P&L
2024-02-15
AAPL
Apple
Sell
40
$7,752.00
$4.50
+$378.00
2024-01-08
AAPL
Apple
Buy
80
$14,592.00
$8.00
—
2024-01-15
MSFT
Microsoft
Buy
20
$7,826.00
$4.00
—
2024-02-28
MSFT
Microsoft
Sell
20
$8,184.00
$4.00
+$354.00
Plans and Feature Comparison
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Pro
  • Sequential import of multiple CSV/Excel files✓✓
  • Realized P&L by FIFO / Average Cost✓✓
  • Multi-account, cloud sync, AI assistance, multidimensional reports, API, and Agent support—✓

Complex trade matching

Multi-currency accounting

Clear P&L breakdown

Audit-friendly reports