Add position

Leave shares at 0 to just watch a symbol.

Yahoo ticker — VWRA.L, 7203.T, BTC-USD.
Flags the row when reached.

Buy more

Blends into your average cost.

Sell

Proceeds go into your cash balance, so the gain stays counted.

Record cash

Deposits are the capital you put in — that's what your gain is measured against.

What left your bank.

Portfolios

Keep separate books — a broker account, a fund, a experiment.

Balance the books

You've bought more than you've recorded coming in. Where did the extra come from?

Sync from IBKR

Reads your statement. It cannot place orders or move money.

Reporting › Flex Queries › Flex Web Service Configuration.
The number beside your Flex Query. Set its format to XML.

Settings

Signed in as .

Pin your broker's own conversion rate if you'd rather.