What it is
The portfolio growth chart shows how your account story evolves over time. Depending on how your account is connected, that means either a full balance curve including deposits and withdrawals or cumulative trading PnL only. Knowing which you have prevents misreading “equity” when you only imported CSV trades.
What you can do
- View growth over selectable timeframes on dashboard and statistics
- Understand Liquid live sync vs every other account type
- Interpret CSV and API accounts that show trading PnL only
How it works
Two curve types
| Curve type | Who gets it |
|---|---|
| Full account balance + cash transfers | Liquid Brokers with live API sync only |
| Cumulative trading PnL only | Everyone else - OANDA, Binance, IBKR, cTrader, all CSV imports, Custom CSV |
There is no middle tier: only Liquid live sync combines broker balance with transfer history in Tessera today.
Trading PnL only
For CSV and most API accounts, the chart plots sum of closed-trade PnL over time (by exit date). It does not:
- Start from your true opening balance at the broker
- Include deposits or withdrawals
- Show unrealized PnL from open positions in the historical curve
The line answers: “How much have my closed trades made cumulatively?” - not “What is my broker net worth?”
Full balance (Liquid live sync)
With Liquid live sync, Tessera can anchor to broker balance/equity and incorporate cash transfers (deposits, withdrawals) so the curve tells a fuller funding story alongside trading results.
See Broker data and sync for live balance fields.
Why CSV cannot show deposits
A trade export CSV rarely contains a complete cash and transfer ledger Tessera can trust for every day. Tessera therefore pins CSV accounts to trading PnL only automatically.
Reading the chart with statistics
Statistics headline PnL for a window should align with the PnL-only curve philosophy on non-Liquid accounts. On Liquid, compare balance-oriented views only when you intend to include funding.
Limitations
- PnL-only curves understate or overstate true wealth if you deposit or withdraw heavily.
- Open trades are not realised in cumulative PnL until close.
- Binance and other APIs may not provide transfer history even on API sync - still PnL-only for growth.
- Display currency does not convert the stored series.