Balances

Portfolio balances and external flows over time, aligned with the same performance engine used in the legacy Balances tab.

Account Value
i
$0
Market Value
i
$0
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Account Flows Over Time (Cumulative)

Cumulative invested capital over time, showing initial funding plus all subsequent deposits and withdrawals. Each account's total investment is tracked separately.

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Balances and flows are derived from the same daily_balances and external-flow logic used in the legacy Balances tab. Values may differ slightly from custodial statements due to timing, data availability, or reconciliation rules.