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Wallets are custom portfolio views built from full accounts, transaction labels, or both. Accounts remain the source of truth.
A wallet is an abstraction layer over your accounts and transactions. It does not replace broker accounts, change the source data, or become the tax source of truth. It only decides which existing transactions should be shown together on view-dependent pages.
A wallet can include entire accounts, transactions marked with selected labels, or both at the same time. Anything that matches the wallet definition is included in that wallet view.
Use full accounts when the broker account already matches the structure you want to analyze.
Use labels when the strategy cuts across one or more accounts and only some transactions should belong to the wallet.
Dashboard, returns, history, and other view-dependent pages use the selected wallet scope.
Labels are manual markers assigned to transactions. They let you describe your intended structure when FundStat cannot infer it from broker data, for example a core-satellite strategy or a wallet inspired by another investor. A transaction can have up to 3 labels.
FundStat cannot automatically know your desired strategy structure. Broker imports can mirror broker accounts, but label-based wallets depend on your manual label assignments.
If you are unsure whether to use full accounts, labels, or both, contact us and we will help you model the wallet without damaging the source account structure.