EXPLORE THE CHECKS

Find the question that matters to your trading.

The useful answer comes first. Exact records, explanations and limits stay close by.

Where did the recorded result come from?

Retained result

Gross result, charges and the result after recorded costs.

Concentration

Where recorded gains or losses are concentrated, with the comparison size visible.

Chronology

How the result unfolded across the supplied trading history.

Reconciliation

What agrees, what differs and which records are still needed.

Missing evidence is an answer too.

Not every check can answer every account. Availability depends on the exact records and context supplied.

Supported

Read the result and inspect its evidence.

Limited

Use the available result within its stated boundary.

Not available yet

See what is missing and whether another file or later period would help.

See these questions in a fictional review →

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