Transactions explain history
A buy, sell, dividend, fee, deposit or reversal should remain part of an auditable transaction history. Correcting an error is safer when the original record is preserved and the correction is explicit.
Prices explain today's value
Changing a current market price should change valuation and unrealized profit/loss — not rewrite what you paid in the past. That is why Market Minds keeps valuation updates separate from accounting records.
Cash needs reconciliation
Opening cash, deposits, withdrawals, investment cash flows and dividends should reconcile to current cash. When the numbers do not reconcile, the dashboard should show the bridge rather than hide it.
Broker tags are a reporting dimension
A broker filter can show one account without creating a separate accounting universe. Combined portfolio totals remain intact while the user sees the position or transaction subset linked to a broker.
Next step
Use the relevant Market Minds public tool to test the concept with your own numbers, then verify financial, tax and market information from appropriate official sources before making investment decisions.