DefineYourRisk
Region: US
Tuesday 10 February 2026 18:08:27 GMT
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Truly :
Fidelity can't even track tax lots properly 😂
2026-02-10 18:58:30
3
DaGoldenOne :
So we can call it the PIP (Portfolio Intelligence Platform) for short🤣
2026-02-10 23:11:06
2
ttucker :
Ha guess where I can tell my pNl. Monthly statement
2026-02-10 22:05:09
0
devmiller300 :
Software engineer here. I use Schwab as my broker and I built an app that pulls all of my trade information using their API and it’s been a game changer for me. No more guessing on PnL
2026-02-16 19:58:40
1
Tom C :
Download your transactional data via CSV file then input the data into ChatGPT and ask ChatGPT to run a PNL for you. works for me
2026-02-11 03:49:09
1
Sam :
what broker or trading platform are you using?
2026-02-10 22:39:36
0
Georgiapeach :
I can absolutely appreciate the value of this info but realistically, how many retail investors track their PnL.
2026-02-11 01:43:12
0
D :
schwab has a P&L realized gain thing
2026-02-10 19:03:33
0
hinojosadeduero :
Love the background Is that real ?
2026-02-11 07:24:58
0
SpongeBob :
I will love that. Great idea
2026-04-19 14:42:30
0
danvigil :
Sounds great. PIP
2026-02-11 04:34:52
1
Shimon Herzog :
That is so amazing!!
2026-02-11 17:39:37
1
KickenSS :
The only thing I’ve done of late is take a screenshot and let AI do the analysis for me
2026-02-10 23:59:56
1
pto019 :
A Grok conversation can be a great resource that adjusts as you want the reporting to adjust.
2026-02-11 20:51:06
1
timmccarty2 :
In Fidelity pro you can enter a ticker in a "closed position" box, and you can see all the gains and losses. But, not necessarily the strategy of the closed options.
2026-02-11 04:06:16
0
Tay Bou285 :
TradesViz is excellent and can up level you guys.
2026-02-15 16:14:58
0
Stephen Brent Jenkins :
how do I yet on your waiting list
2026-02-10 19:23:20
0
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