Advanced performance by instrument and group
Portfolio impact, P&L share, annualized MWR, cost drag, top-3 concentration, open FIFO lots, and realized sell events. Toggle between per-instrument view and aggregated group attribution.
Professional Edition
Professional controls, advanced performance analytics, and direct broker imports — all in the same local app you already know.
One-time payment. No subscriptions.
Every one of these features is part of the Professional tier, which integrates as an extension over Community without mixing in any private code.
Portfolio impact, P&L share, annualized MWR, cost drag, top-3 concentration, open FIFO lots, and realized sell events. Toggle between per-instrument view and aggregated group attribution.
Import your trade history from DEGIRO, Interactive Brokers, and ClickTrade.
MyInvestor coming soon.
Your broker not listed? Suggest it.
Choose and reorder 6 KPI cards on the dashboard from 13 available metrics: market value, net contributed, total return, latent gain, realized gain, fees, simple return, number of transactions, average commission, open investment, net cash flow, gross buys, and gross sells.
Filter activity markers by instrument type (stock, ETF, crypto, commodity) and transaction type (buy, sell). Control which events appear on the evolution chart.
Dashboard block order, operations metrics, and history filters are saved to the database. They travel with backups and are restored on every session.
Control which blocks on the main dashboard are visible and in what order they appear: Operations, Performance, Allocation, YTD Review, and History.
Real screenshots of active features in the Professional Edition.
Instrument and group attribution with MWR, cost drag, and FIFO lots.
No subscriptions, no monthly fees. Once you purchase it, you get full access to all PRO features, updates included.
Get Professional EditionEmail us at hola@valorgrid.app with the subject ValorGrid PRO.
Legal
Professional Edition is presented here at a commercial level. Public legal details stay separate from private product documentation.
Review the licenses, legal notice, privacy information, and financial disclaimer.