Understanding P&L Analysis in Your Investography Portfolio

Unrealised vs Realised P&L

Unrealised P&L is the gain or loss on positions you still hold. Realised P&L is locked in once you sell. Investography tracks both so you have a complete picture of how your decisions have performed over time.

Using P&L Data to Rebalance

Common P&L Mistakes to Avoid

Avoid checking P&L intraday on every tick. Use weekly or monthly reviews rather than daily noise as your primary performance signal.