WealthBee now offers a Position Audit feature, allowing you to see exactly how Profit & Loss (P&L) is calculated for your positions. This helps provide full transparency and gives you confidence in the calculations.
How to Access the Position Audit
1. Double-click any single position in your portfolio.
2. Navigate to the Audit tab. In this view, you'll be able to see the background calculations that drive the P&L for that position.
P&L Explanation
At the bottom right of the audit view, there is a column called P&L Explain. This column will give you the exact breakdown of how P&L is calculated, showing how the P&L changes over multiple trades and adjustments. This feature gives you complete insight into the performance and P&L movements across each trade.