A service profile chart provides key insights into the performance of a wealth manager, helping you track their success over time. The chart displays critical information, and you can select from five timeframes to analyze the data.
Key Tracking Features:
PnL% Compound: Reflects the accumulated profit or loss over time, including unrealized profits.
Daily PnL: Displays the profit or loss from the service’s balance for the selected day, including unrealized profits.
Total Balance: The total amount of funds managed within the service.
Number of Investors: This shows the total number of investors in the service for a specific period.
Example of PnL Calculation:
The PnL% Compound is a sum of daily PnL percentages. For example, if a service starts with $100 and gains $100 on Day 1, it shows a 100% profit. If on Day 2 the balance grows to $5000 but incurs a -40% loss, the total PnL% will be +60%, even though the daily PnL might be negative.