Find answers, explore features, and get the most out of INDYXQUANT Pro
Record buy, sell, dividend, deposit, and withdrawal transactions
Rebalance to target allocations with the Rebalancer and Optimizer tools
Manage holdings, track stocks on your watchlist, and set price alerts
Compare portfolios, share with others, and track performance history
Yes — create unlimited portfolios for different strategies (Retirement, Growth, Income, etc.). Each maintains its own holdings, transactions, benchmark, and performance history. The Dashboard can show individual or combined "All Portfolios" analytics.
Cost basis uses the average cost method. When you buy more shares, the weighted average updates automatically. Tax lots are tracked separately for tax-loss harvesting, supporting FIFO, LIFO, and specific lot identification.
Yes — import via CSV at /import. The import wizard auto-maps columns and validates symbols. After import, the system fetches current prices, syncs dividends, and computes analytics automatically.
Yes. US-listed stocks, ADRs, preferred stocks, ETFs, mutual funds, CEFs, and crypto are all supported. Special handling exists for ADR currency mismatches, preferred stock fixed-coupon scoring, REIT FFO-based payout ratios, and bond ETF/fund classification.