Customized Statements Profit and Loss Selection
Instructions
When you create a customized statement, you can select one of the following Profit and Loss options:
- MTM and Realized P/L
- Realized P/L Only
- MTM Only
- None
Your selection affects which sections and which columns appear in certain sections in your statement. Note that default statements use the MTM and Realized P/L Profit and Loss setting.
The following figure shows how your profit and loss selection affects customized Activity Statements.
Additional Resources
Learn About Reporting in Client Portal at IBKR Campus
Learn About Reporting in Advisor Portal at IBKR Campus
Learn About Reporting in Broker Portal at IBKR Campus
Visit the IBKR Client Portal Website
Visit the IBKR Advisor Portal Website