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Reconcile Trade Notice

May 5, 2017
|In Portfolio, Account, Journal, Trade Journal, Trading
|By Support Team
Reconcile Trade Notice
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The Tags including the P/L Summary, Graph and new Insight tabs rely on updated Journal entries which includes reconciled trades.

The following notice appears in the Journal when trades needs to be reconciled:


All trades in the trading account(s) selected will display with the option to change back to Regular View:


Individual trades are reconciled by clicking on the “Reconcile” tab outlining the Journal Entry.


The Journal Tab will update showing the trade had a profit/loss or adjustment in the underlying.

Click here for more info on updating Journal Entries

account How to journal portfolio reconcile

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