Portfolio Management

Adding Trades, Deposits, and Withdrawals

To open Portfolio tab go to Trading → Portfolio in the top menu.

To track portfolio performance, you must first input your trades, deposits, and withdrawals. Alis supports two methods for adding trades:

Importing from a File

Click Import trades from CSV... and select the appropriate CSV file.

The CSV file should follow this format, with each line representing a single action:

CSV Format Example:

20231030,Deposit,10000.00

20231031,Trade,DIG,Buy,18.80,20,2.20

20250311,Withdrawal,1000.00

20250317,Trade,DIG,Sell,20.00,20,3.71

20250317,Deposit,5000.00

• The first action must be a Deposit to provide initial capital.

• Trade actions follow the format: YYYYMMDD,Trade,symbol,Buy/Sell,price,quantity,commissions.

Note: If you decide to enter your trades manually, the first action also has to be adding cash.

Recording Deposits or Withdrawals

Click Add / Remove cash.

Enter the details for the deposit or withdrawal in the dialog box.

Adding a Single Trade Manually

Click Add trade...

Fill in the required details (e.g., date, symbol, buy/sell, price, quantity, commissions) in the dialog box.