My cash position does not match my broker(s)
With PDT, we calculate the cash position for you. That way you don't have to worry about this yourself. Because we calculate this position for you, it is all the more important that, in addition to all deposits, trades, dividends and brokerage fees are entered correctly. This is especially true for users who manually enter their portfolio in PDT.
Would you like to know more about how we calculate your cash position? How does the cash position work?
Correct your cash position
Because we calculate the cash position for you, there may be a small difference between the PDT and your broker(s). To eliminate this difference, we have made it possible to correct your cash position. We spread the correction of the cash position evenly over your entire investment period.
If your cash position deviates by more than 10%, please contact our support.
Step 1: Click on the portfolio page and go to Cash.
Step 2: Under the table Cash position we show what kind of calculation PDT has made for you. Click on the link Correct cash position.
Step 3: Enter your expected cash position at the input field Desired cash position. We calculate the final correction amount for you.
