The ‘buy/sell’ analysis is not functional for broker imported portfolios because it requires historical information about the holdings to calculate the percentage returns generated over the past years and to evaluate the performance of the holdings. However, this information is unavailable at the time of your portfolio import since brokers don’t make historical transactions available.
Why is the ‘buy/sell analysis’ not functional for broker-imported portfolios? Print
Modified on: Thu, 14 Sep, 2023 at 3:13 PM
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