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To recalculate your portfolio(s), go to Portfolio>View Portfolio page

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and tick the checkbox of the portfolio(s) and click 'Recalculate'

It will prompt you to choose a start date to select the earliest trade date to recalculate the trades from. If empty, the system will use the earliest possible trade date to perform recalculations. Kindly note that selecting an earlier start date may result in a longer duration for portfolio recalculation.

All the data in the selected portfolio(s) will be recalculated and you may need to refresh the page to view the updates. Choosing to recalculate your parent portfolio(s) will auto recalculate the sub-portfolios. 

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