The 'Import Portfolio' section has certain limitations due to the nature of data provided by brokerages for portfolio imports.
Here are the key limitations:
- NAV and Decision Analysis:
Access to features like NAV (Net Asset Value)and Decision Analysis will be restricted. - Buy Date and Edit/Delete Options:
Details on the ‘Buy Date’ of your holdings are not provided, and you won’t be able to edit or delete holdings. - Transaction History:
Brokerages provide only current holdings (Equity stocks) and exclude historical transaction data. As a result, you cannot access the P&L Statement of your portfolio through transaction history. - Rolling Returns:
Information on your portfolio’s ‘Rolling Returns’ will not be available.
These limitations exist because brokerages only share data for current holdings and do not provide detailed transaction or historical data via portfolio import.