Portfolio Intelligence for Active Traders and Investors
Every trade. Every strategy.
Every currency. One dashboard.
DashFolio consolidates Interactive Brokers, OrderClerk, and RealTest into one ledger: FIFO-matched round trips, strategy-level attribution, multicurrency P&L, and institutional metrics that always reconcile.
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All Portfolios
PortfolioDaily P<op PositionsPerformancePassive IncomeAllocationSectorsEarnings
Current Portfolio Value
$0.00USD
↗ +84.55%Performance · ALL
Today
Updated 1:17 PM
+$14,058.00
1 tradeRealized+$4,302.08Unrealized+$9,755.92
Last Trading Day
Sep 18
+$11,276.88
0 tradesRealized$0.00Unrealized+$11,276.88
Portfolio Value (ALL)
$640K$325K$10K
30DYTD1YALLMore
P&L · SINCE INCEPTION
P&L ALL
+$290,995.77
Realized P&L ALL
+$197,896.80
Unrealized P&L ALL
+$71,716.16
Passive Income ALL
$21,382.81
Cash Balance
$11,819.40 USD
CAD $250.19
DashboardPositionsTradesIncomeMore