Documentation

• Frequently asked questions

  If you have a question, please look here first.

Basics

• Accounts

  Accounts hold your positions.

• Instruments

  Instruments are the things you invest into.

• Transactions

  Transactions record your activity.

Importing and exporting

• Importing from a CSV file

  Learn how you can import your transaction via a CSV file.

• Importing from Interactive Brokers

  Use a Flex Query to import your data from Interactive Brokers.

• Exporting your data

  How to get your data out of Profit for backup purposes.