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Troubleshooting: Incorrect P&L Calculations

Common P&L Issues​

1. Fees Not Included​

Cause: Brokerage/taxes missing
Solution:

  • Check fee settings
  • Update default fees
  • Add to specific trades

2. Wrong Calculation Method​

Cause: FIFO vs LIFO mismatch
Solution:

  • Go to Account settings
  • Verify calculation method
  • Match with broker

3. Entry/Exit Prices Wrong​

Cause: Incorrect import or manual entry
Solution:

  • Edit trade
  • Correct prices
  • Save changes

4. Quantity Mismatch​

Cause: Partial positions
Solution:

  • Verify quantity
  • Check for multiple fills
  • Update if needed

Screenshot: P&L troubleshooting

Verification Steps​

  1. Compare with broker statement
  2. Check fee settings
  3. Verify trade details
  4. Recalculate manually
  5. Contact support if persists

Need Help?​

Provide trade details and broker statement