How to View Today's P/L and Transaction Statement?
In this passage, we will show you how you can view Today's P&L as well as your transaction statement.
First, here's how you can view today's P&L.
Today's P&L refers to the accumulated profit and loss from the closing of the previous trading day to the current trading day.
Calculation formula: Today's P/L=(today's market value – yesterday's market value) + (today's sell transaction amount – today's purchase transaction amount)
Here's how Today's P&L is calculated. Please note that today's market value is equal to the real-time position market value, while yesterday's market value is equal to yesterday's closing price multiplied by yesterday's position number.
To view Today's P&L, tap on the Trade tab. You can see Today's P&L at the top right-hand corner beside your account.
Want to save or share your P&L with your friends or the Moo community? Simply tap on the share icon beside "Today P/L" and you will be able to select different P&L templates such as Today's P/L, P/L ratio, Total P/L, and more.
Once you've selected your desired P/L template, you can tap on Share to share it with the Moo community or with your friends via messaging apps or social media platforms.
Next, here's how you can check your transaction history. Simply tap on "Transactions" for the account that you wish to check on, and you will be able to view your transaction history at a glance based on the market or account.
You can view your history by using the filter function and check the transactions made based on the order type, the date that you made an order or the symbol.
Simply tap on Fund Details if you want to check on your fund history.
Similarly, you can view your fund history using the filter function by currencies, types, dates, or symbols.
If you wish to view a consolidated transaction statement, simply go into your brokerage account, then tap on Statement to view your daily or monthly statements of your account.
You can also use the filter function to sort by account, statement, and month. Do take note that there will be no daily statement if your account does not have any transactions on the trading day.
You can view your history by using the filter function and checking on the transactions made by an account, type of statement, and by month.
You can click to know more about your statement.
If you want to encrypt, you can click the "Setting" button and choose "Encryption." The password to open the file is the last 4 digits of your registered mobile number and the last 4 characters of your driver's license number (brackets excluded, and letters must be capitalized). For example, if your mobile number is 12345678 and your driver's license number is A123456X, your password will be 5678456X.
After setting, you will be prompted to input your password when you tap on the statement. Once you have keyed in your password, you will then view your transaction statement.
This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors. Read more
