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How to record a deposit or withdrawal on an account

Synced accounts bring their deposits and withdrawals on their own. On manual accounts you add them yourself so balance and returns add up.

Steps

  1. Open Accounts and click See account on the account.

  2. Go to the Balance evolution section.

  3. Click + Add deposit / withdrawal.

  4. Choose Deposit or Withdrawal.

  5. Enter the amount and the date, and a note if you want.

  6. Click Save.

Tips

  • Deposits and withdrawals that came from your broker can't be deleted, so the balance matches the real account. Only the ones you added can be deleted.
  • Max drawdown counts trading only. Total return is measured on the money you put in.

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