PortfoliosLab logoPortfoliosLab logo

Performance Calculations and Importing Data

TP
Travis PlainFebruary 23, 25 | Posted in General

Hello,

I am going to be signing up for a paid plan and I am wondering a few things.

First off, the performance calculation on the graph. The information says that it the calculation takes into account splits and dividends. I am assuming that dividends paid are added to the total performance?

Second. The import data is not listed on the "Plus" subscription. It is listed on the "Pro subscription". With my free account I can import a .csv file. How does the "Pro" subscription differ from "Plus" when it comes to importing data?

Thanks,

Travis

1 comment

Sort by

DS
Dmitry ShevchenkoFebruary 24, 25

Hey, thanks for your interest in signing up for a plan!

> I am assuming that dividends paid are added to the total performance?

Yes, this is correct.

> With my free account I can import a .csv file. How does the "Pro" subscription differ from "Plus" when it comes to importing data?

For Pro accounts, it's possible to import a portfolio or strategy NAV directly. For example, if you have a custom trading strategy, you can export account values for each day it was active and analyze them on PortfoliosLab, instead of importing every single trade. This feature is especially useful for fund managers and active traders.



Category
General

Views
59