We have introduced the Verified P&L feature in our BOT application to streamline the process of sharing Profit and Loss statements with clients or other users. Instead of manually downloading the P&L, clients can now easily share it by following these steps:
- Log in to our “BOT” application.
- Navigate to “My Profile” and select “My Account.”
- Locate the “Verified P&L” option.
- Choose the required information, including:
- Personal details
- Segments to share
- Display of trades
- Timeline for sharing (30 Days, 90 Days, 180 Days, 360 Days)
- Copy the generated link and share it with any user who has view access, without requiring them to log in.
Please note that the Profit and loss are displayed for a specific security and are calculated based on the buying and selling prices.