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.
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