Our portfolios are position based on when you first use brokerage connect. The buy date assigned is the date you established the connection. Yodlee, our brokerage provider doesn’t provide the history of your portfolio.
By default we have the backcasting feature enabled on the portfolio. Backcasting shows the portfolio performance as if the holdings on the oldest date were owned since the earliest date supported in Stock Rover. This enabled feature makes it possible to analyze your portfolio to view the historical performance prior to the connection date.
If you would like to import your history, you can do this from past brokerage monthly or quarterly statements from your brokerage. These statements would have your portfolio positions as of the statement date. With these imported statements, transactions would be inferred from the changes in the positions.
More information on Importing can be found here.
