Understand Your Performance

Copilot keeps a clean audit trail of every move so you can see what’s working, what isn’t, and where to double down.

Filter Realized Gains and Losses

• Slice results by brokerage, asset class, investment thesis, or transaction type to understand which strategies are paying off.
• Drill into any sale and Copilot shows the realized gain/loss alongside the cost basis it used—no spreadsheets required.
• Export a filtered list whenever you need to share results with an advisor or accountant.

Review Transaction History

• The transaction log includes quantities, unit prices, total trade value, and the accounts involved for each move.
• Copilot keeps buys, sells, transfers, and conversions in the same timeline, so you never lose the story behind a position.
• Need to reverse a mistake? Ask Copilot to roll back the transaction—your portfolio is restored and the history remains intact for compliance.

Learn Faster with Copilot

• Ask “How have my Coinbase trades performed this year?” or “Show the gains from my AI thesis positions” and Copilot returns curated views on the spot.
• Use the insights to rebalance with confidence and set smarter targets for your next FI milestone.