Projection Formula
Review fills and performance metrics from your brokerage account
Cash balance and current open positions from your Public.com account.
Broker watchlist groups by underlying symbol. Stock and option trades are combined for SQN, TASQN, % Wins, and % P&L. SQN and TASQN also include open Unr. P&L. Action defaults to Keep and shows Remove when performance is poor.
Cumulative P&L with a forward projection. Click Daily P&L in the legend to show daily columns.
Popular reports for the selected date range and symbol filter. Asset class reports are scoped to Stocks, Options, or Cryptos regardless of the header filter. Export opens a print dialog — choose Save as PDF.
Public investing agents across your accounts. Use Pause or Activate to change an agent’s status.
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Forward projections for the selected timeframe, based on realized performance in the current date range.
Symbols vs time — P&L from round-trip trades closed in the selected date range.