In this tutorial, we will demonstrate how to turn on balance snapshots and use the reporting feature.

Step 1

Head to your portfolio settings.

Step 2

On the portfolio settings page, click on the Snapshots side tab and enable snapshots for your portfolio.

Step 3

Head to your Reports page.

On your Reports page, head to the Snapshots report.

Step 4

On the snapshot report, click the Snapshot Now button to start snapshotting your daily balances.

The snapshot process will take some time to complete.