Why Can’t the AI Agent Tell Me My Total Profit or How My Portfolio Has Performed?

Question

Accepted Answer

The agent sees your portfolio only as it stands right now, with no history behind it. It can show unrealised profit or loss on what you currently hold, but it cannot calculate realised profit, produce a performance history, or generate a tax report. Use the Pluang app for those.

Symptom / ConditionPossible CauseSolution
  You asked how your portfolio has performed over timeThere is no portfolio history available to the agent — only the present snapshotUse the Overview Page in the Pluang app.
  You asked for your total or realised profitRealised profit and loss is not available through the agent channelUse the app’s own reporting.
  You asked for a tax or capital-gains statementThe agent cannot produce one in any formatUse Tax Reporting in the Pluang app.
  You asked when you added or withdrew fundsThe agent has no record of past fund movementsCheck your history in the app.
  The agent did give you a profit figureThat is unrealised profit or loss on a current holding, which it can seeCorrect as far as it goes — but it is not your total or realised profit.

If the issue persists:Contact Pluang Care via live chat in the Pluang app, email tanya@pluang.com, or call (021) 8063 0065 (Monday to Friday, 09:00–18:00 WIB).

Related questions:
Q: What profit figure can the agent actually give me?Unrealised profit or loss on positions you hold right now, based on current prices. Nothing historical, nothing realised.
Q: Can it work my performance out from my transaction history?No. It sees at most 20 recent rows, in mixed currencies that cannot be summed, so there is nothing for it to calculate from.
Q: Where do I get a proper performance view?The Pluang app’s Portfolio & Calculations features — the Overview Page for performance, and Tax Reporting for formal tax documents.
Q: Will the agent be able to do this later?There is nothing to announce. The Pluang app already provides both performance views and tax reporting today.

Why Can’t the AI Agent Tell Me My Total Profit or How My Portfolio Has Performed?

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Symptom / Condition	Possible Cause	Solution
You asked how your portfolio has performed over time	There is no portfolio history available to the agent — only the present snapshot	Use the Overview Page in the Pluang app.
You asked for your total or realised profit	Realised profit and loss is not available through the agent channel	Use the app’s own reporting.
You asked for a tax or capital-gains statement	The agent cannot produce one in any format	Use Tax Reporting in the Pluang app.
You asked when you added or withdrew funds	The agent has no record of past fund movements	Check your history in the app.
The agent did give you a profit figure	That is unrealised profit or loss on a current holding, which it can see	Correct as far as it goes — but it is not your total or realised profit.