Basic operating guides to help you trade fast

Views 38 Nov 1, 2024

How to view account profit and loss analysis

Futubull account P/L analysis feature displays your account's P/L data in a visual chart format from multiple perspectives, helping traders easily grasp the account's profit and loss situation, accurately assess strategy effectiveness, and effectively control risks.

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View assets overview

Path: Account > Total Assets > Assets Overview > Total Assets Overview.

Total Assets Overview refers to all your accounts, all types of assets, calculated in a unified mmf and shows the assets p/l situation. It supports switching between product types/mmf types for viewing, and also supports switching the displayed mmf type.

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Scroll down on the assets overview page to view your profit trend in line chart format, which can be compared with the market trend.

At the bottom, daily profit and loss situations are displayed in a calendar format. Both trend chart and calendar support filtering to view different dates.

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View P/L analysis

Path: Account > Assets > Total Assets > P/L Analysis.

Under P/L analysis, you can view the accumulated P/L and P/L rankings of different product types such as Hong Kong stocks, US stocks, and options.

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View profit and loss analysis

Path: Account > Assets > Total Assets > New Stock Profit and Loss.

Under new stock P/L, you can view the overall P/L situation, acceptance rate, and subscription records of participating in new stock draws.

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View detailed information of assets in different accounts

Path: Account > Specific Account > Net Asset Value.

View the P/L status, purchasing power, risk level, and other detailed information of that account.

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Share the exciting moments of investment

Path 1: Total assets > P/L Analysis > Share icon in the top right corner.

Path 2: A Universal account > Net assets > Share icon in the top right corner.

Various types of shareable cards and mooer IP images are waiting for you to choose! Quickly share your investment mood with mooer friends at this moment.

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Disclaimer: The above content does not constitute any act of financial product marketing, investment offer, or financial advice. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisors where necessary.

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