Blog
Guides on keeping track of what you own, across every account and every record
Why Two Brokers Report the Same Return Differently
Two statements can show the same holdings over the same period and still report different returns, without either being wrong. The difference is usually the method, and once you know which one each platform uses, the numbers start to make sense.
TheWILL.ai Team
Your Spreadsheet Stopped Matching Your Broker
A portfolio spreadsheet does not fail loudly. It drifts a line at a time, and the first sign is usually a total that no longer matches the number your broker is showing you.
TheWILL.ai Team
Your Portfolio Lives in Six Places, None Agree
A broker, an exchange wallet, a metals custodian and a pension platform each hold one true figure. Nobody holds the figure that adds them together, until someone sits down and builds it by hand.
TheWILL.ai Team