Log deposits and withdrawals on an account so its growth and return percentages stay honest.
- Go to the Accounts page.
- Click the arrow at the right end of the account’s row to expand it. The Adjustments table opens under the row.
- Click Add Adjustment (or the + at the top right of the table).
- In the New Adjustment window, choose the Adjustment type: Deposit, Withdraw, Internal Transfer, Broker Interest Paid, Account Transfer, Other Fees, Interest You Paid or Dividend Cash, among others.
- Set the Date and enter the Value. The Description is optional.
- Need to log another one? Click Add Another. When you are done, click Submit.
The adjustment appears in the table, and the Cash In / Out column of the account adds up your deposits, withdrawals, fees and interest. This is separate from your trading P&L.
To change an adjustment later, click the pencil at the end of its row, edit it and save. To remove it, click the trash can and confirm with Yes, Delete.
For a percentage view of your performance, add the PnL Net % widget to your Dashboard. It uses the initial balance of your account as the starting point, and assumes $0 if none is set.
