Hi all
Not sure if someone has already suggested this, but I would love to know what my return has been per stock. To calculate I have to go through the entire history to work it out and pull my calculator outm
Maybe a profit and loss and over all indicator in the history area of each stock?
I thought this was already shown in the app. E.g. 14.79% return on AAPL shown in example below. This is probably just on the share price in my home currency and does not include dividends. Were you wanting something different?
p.s. If you want to understand how your Average Price is calculated, read this post.
Random question: is there any way of seeing your history of trades in an individual stock (ie June 12 bought X@X, June 13 sold Y@Y) aside from looking back at contract notes and notifications?
Iām likely being an idiot and missing something, but it would be nice if you could see such informaton at a glance on a stockās page.
Thanks for the reply.
I think I may not have been clear in my request. Yes you can see your return while you own the stock. Once you sell it, its gone. ! All you see is a single amount and other details you get from your contract note. IMG_20200813_193414|230x500
If I buy and sell a stock, stock A ten times over a course of X months, it would be nice to see how much in total that particular stock has yielded since Iāve been dealing with it.
I see what you mean now. However, there are so many statistics and metrics that one could imagine to be interesting. Poor Trading 212. Itās a whack a mole game. Provide some statistic and users will quickly ask for a different one. I donāt know of any other broker who gives this type of return information as routine. The catch all solution is downloadable csv records of transactions. Users can then analyse the numbers to their hearts content.
I might be reading your response in the wrong tone but it sounded a bit snotty.
Should people not be making feature suggestions? Thought thatās what this area was for?
Iām sorry. Did not intend to be discouraging. All suggestions are worth consideration, yes. I was thinking about the tension that must be in developers minds, on one hand wanting a rich feature set and on the other hand wanting to keep things simple, understandable and uncluttered. Interestingly, the uncluttered objective was once given as the reason why there is no 5 minute chart option.
I found that you show a withdraw and deposit breakdown under transactions. Also a total return figure under history (via settings).
I didnt think it would require a lot of development to aggregate the total return value in the stock history area. But Iām not a developer so I could be totally off base. I just felt that it would be nice, for me atleast, to quickly know how much a company I invested in, has made for me.
212 is my first and only trading app Iāve stuck with and itās awesome. When you find something you really like, you canāt help but want it to be the best. Hence why people probably leave so many suggestions. I think itās a compliment to the developers, shouldnāt be considered as a āthis isnāt good enoughā approach
For clarification, it may or may not be difficult. May be its the easiest thing in the world. Itād be nice if they added everything suggested here
I get a bit āitchyā when someone mentions āreturnsā because there are so many different ways to calculate this.
I highly recommend using another tool than your broker(s) to hold a ledger of your transactions. Such tools will calculate a lot of things that none of the premium brokers offer.
This ātoolā can range from excel/google doc sheets to premium PWC subscriptions.
For starters there are a few nice excel sheets people sell on internet for 3-5 dollars.
I personally use portfolio performance for years now, but a lot of people find it too detailed and clunky.
I am rather confused now though. I donāt want to over stretch this shotdown idea.but⦠I really didnāt think I was over simplifying anything.
You add the green numbers and the red numbers from your transactions. Which is how (Iām assuming) the total return figure is worked out (see image)
Unless youāre bringing in Forex rates etc into it, Iām not sure what you mean ādifferent ways to calculate itāā¦
Just so we are clear on my suggestion.
Navigation:
click on Tesla stock> click history> here I (would like to) see 2/3 figures. Along with the entire history. Similar to how the total return figure is under the history in settings area. (See image)
Is there a lot of calculations behind this figure which I have scrubbed off? Thought it was just adding all your returns, profits or losses to give one single figure?
So suggestion wasā¦
E.g.
Historically I lost 50 bucks on Tesla (shown in left as a red number with (-) )
Yesterday I made 60 (shown in green with a (+))
Maybe show
Total return of stock= 10 in the middle. Green if itās positive, red if negative.
Just want to make sure we are on the same page and I havenāt suggested some over convoluted idea.
I just want to be able to look at Tesla and see at a glance that itās made me a tenner. Rather than go through all my contract statements or individual transactions for that stock and calculate it manual
I think what you are asking for is absolute gains (without any date consideration or when was something in or out) which should be fairly simple +/- operation
Definitely on your page. I donāt want Trading 212 cluttered with information that you can get through a google search, but when it comes to your own personal performance metrics I want lots of these. This is a nice simple one that would be very helpful.
On top of this, I still really wish T212 would add a real return value. Not just a live return on open positions and a return on closed positions, just one value and percentage for absolutely everything so you really know how youāve done
Sad thing for me is that I started in invest and moved everything into ISA a few months later so all my real share data is off, but in a few years Iām sure it wonāt really be a big deal