SureInsight calculates your balance as: Starting Balance + Sum of all trade P&L + Deposits - Withdrawals
Common causes of incorrect balance:
- Wrong starting balance: Edit it in Account Manager → your account → Edit
- Missing trades: If not all trades are imported, the running P&L will be wrong
- Commissions not included: Some export formats don't include commissions. Set up commission rules in Settings.
- Deposits/withdrawals not recorded: Use the Transactions tab to add these