How to Check Profit and Loss Report

Prerequisites

We assume you have all prerequisites you may need, including:

If needed: the VPN is configured to access the Finmars resources
If needed: access to the Virtual Machine to work with the sensitive information
Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
Must have: having permissions set to allow continue with the Action in the Guide
Must have: to create a new Workspace you must have a License Key (provided by Finmars)

Go to the Reports menu tab and select P&L from the available report options.
Once inside the P&L Report section, configure the necessary settings by selecting the appropriate filters, such as Report Date, Currency, Cost Method, Portfolio Selection, and Consolidation Mode. Adjust these parameters based on your reporting requirements.
Click OK to apply the settings once all the necessary parameters are selected.
After setting up your filters and clicking OK, refresh the page to load the updated Profit and Loss report.

After refreshing, the P&L report will be generated based on the selected parameters. Review the report to ensure all data is accurate.