M1 Investment Portfolio Transactions

Depreciated as of January 1, 2026

On the M1 Investment Portfolio backend go to Account > View Account Settings > Documents. Download the brokerage statement:

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Implement as follows as a journal entry. Realized gains/losses is the difference in Total Equity Holdings minus dividends, any deposits made in that month, taxes, and investment expenses. Ignore substitute payments.

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New format:

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Revision #2
Created 2025-11-22 07:12:51 UTC by Vincent
Updated 2026-03-31 12:14:50 UTC by Vincent