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Accounts

Accounts are one of the three building blocks in Profit. Typically, you create one account in Profit for each account you hold with a broker. This isn’t required, though—you can open a new account whenever you want a logical grouping and a fresh FIFO position ledger.

Cash

For each account, you can decide whether it holds cash. If you want to track only your investments and ignore cash entirely, disable Holds cash for that account. Otherwise, with cash enabled, you’ll need to maintain your cash balance via deposit and withdrawal transactions.

Broker

Assigning a broker lets you easily import transactions from the broker directly into the matching account in Profit. At the moment, Interactive Brokers and Trade Republic are supported.

Once a broker is configured, you can open the import dialog quickly:

  • macOS: Option-click (or right-click) the account in the sidebar and choose Import.
  • iOS / iPadOS: Long-press the account in the Portfolio tab and select Import.

If you need further assistance, have any questions, need to report an issue, or would like to request a feature, don’t hesitate to contact us—by email or on X at @codefreeze.