Keeping track of brokerage, etc…

Investing is more than just buy low, sell high. Its buy low, sell high, pay the broker, the exchange and then the government. Although these fees are lumped under “transaction charges”, the biggest chunk of it goes to the broker as commissions.

For our trading account clients, we have now made it easier to keep track of total commissions paid since the time the account was opened with us. This, along with the cumulative mark-to-market and realized P&L, will give you a truer picture of your returns.

StockViz cash and brokerage

Also, we have included ledger balance, aka cash balance in your account, as part of your position dashboard.

 

For our non-brokerage accounts, we have reintroduced the ability to reset portfolios and start from scratch.

Note: once you reset your portfolio, there is no going back!

Please let us know if there are any new features you would like to see on StockViz.

 

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