General
The General section is where you begin monitoring your account after signing in to the BrokerIG portal. It provides a quick view of your balance, account level, investment performance, cash flow, and analytics across different time periods.
The guides in this section focus on the tasks users most commonly need:
- checking the account status before investing;
- monitoring Capital Gains, Capital Losses, and the Profitable Rate;
- reviewing Personal Investment Volume and Network Investment Volume;
- reconciling deposits, withdrawals, and cash-flow changes;
- opening detailed reports by day, week, month, year, or All Time.
Pages in the General section
Section titled “Pages in the General section”Dashboard
Section titled “Dashboard”The Dashboard is the quick-overview page. Open it when you want to know the current state of your account: your balance, this month’s investment performance, Profitable Rate, and Total Investments.
See: Dashboard.
Detailed Analytics
Section titled “Detailed Analytics”Detailed Analytics summarizes investment performance across several timeframes. Use it to compare Today, This Week, This Month, This Year, and All Time.
See: Detailed Analytics.
Analytics Details
Section titled “Analytics Details”From Detailed Analytics, select View Details for a timeframe to open a deeper report. The details page provides the selected period’s KPIs, comparison with a past period, trend charts, and history grouped by day or week.
See: Analytics Details.
How to interpret General data
Section titled “How to interpret General data”Metrics in the General section help you monitor account performance. Some values reflect the current account state, while others are calculated for the selected reporting period.
Common reporting periods include:
- Today: data for the selected day.
- This Week: data for the selected week.
- This Month: data for the selected month.
- This Year: data for the selected year.
- All Time: cumulative data from the beginning of the available account history.
Analytics data is standardized in UTC. If you are in another timezone, transactions near the beginning or end of your local day may be recorded under a different UTC date.
Important terminology
Section titled “Important terminology”| Term | Meaning in this documentation |
|---|---|
| Total Balance | The current balance recorded in your BrokerIG account. |
| Pending | Funds or value still being processed and not yet fully available for use or withdrawal. |
| Net Profit | Capital Gains minus Capital Losses for the selected period. |
| Profitable Rate | The percentage of profitable investments out of Total Investments for the selected period. |
| Personal Investment Volume | The total value of investments placed directly by your account during the selected period. |
| Network Investment Volume | The total investment value recorded from the network associated with your account, when applicable. |
| Avg per Investment | Personal Investment Volume divided by Total Investments for the selected period. |
| Capital Gains | Total gains recorded from profitable investments. |
| Capital Losses | Total losses recorded from unprofitable investments. |
| Commission Reward | System rewards or commissions recorded for the account, when applicable. |
Suggested daily workflow
Section titled “Suggested daily workflow”When you open the account at the beginning of the day:
- Open Dashboard to review Total Balance, Pending funds, and Current Level.
- Review Investment Performance for Today or This Month.
- If Net Profit changes significantly, open Detailed Analytics to compare the week, month, or year.
- Select View Details to identify days or weeks with unusual results.
- Reconcile Deposits, Withdrawals, and Cash Flow if the balance differs from your expectations.
Before making an investment decision
Section titled “Before making an investment decision”The Dashboard and analytics pages describe past and current account performance. They do not guarantee future profit.
Before increasing your Investment Amount, review your Available Balance, accepted risk, and your own performance history.
For help with balances, transactions, or displayed data, contact BrokerIG through SUPPORT_EMAIL, SUPPORT_PHONE_DISPLAY, or SUPPORT_TELEGRAM_URL.