Support
Help centre.
Answers to the questions we hear most. Still stuck? Do get in touch.
How do I import my holdings?
You can add positions by hand or log your trades, and Dayonik builds a per-lot cost basis from there.
Why is a review empty?
Reviews are best-effort, one portfolio at a time. A book with no price history or no holdings is simply skipped, not failed.
Can I change the tax lot method?
Yes. Sells default to FIFO, and you can pick LIFO, HIFO or min-tax per sale or set it on the strategy.
How do drift alerts work?
Bind a strategy to a portfolio, and a scheduled sweep will notify you when the book drifts beyond that strategy own band.