My actual return

šŸ¤ Help
1

Hi @admins - hoping you can help clear up what should be a simple query.

Iā€™ve noticed under menu/history it shows all transactions and filled and also highlights the ā€˜Total returnā€™ in green overlay, in this case Ā£546.04 see screenshot here:

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Then in my current investments, I have marked (fluctuating obviously) a return of Ā£513.64 here:

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I just donā€™t quite understand what the Ā£546.04 in history means?
Can I presume that I already made a return of Ā£546.04 in history, thatā€™s in addition to to the status?

2

The total return is realised.
Whilst the other return is unrealised.

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3

Ok great, thank you for that simple clarity.
So in effect my total (total) return as of now is around Ā£1k ?

4

Yes.
The total in history is coming from sold shares

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5

the return also doesnā€™t track any dividends you have received so that is yet another total you need to check separately and can be seen when you look at the tab for dividends.

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6

I think it would be really nice if we could choose like total flat return (incl realized gains like dividends or whatever) or a time weighted return, there is no perfect 1 way of calculating return but it would be really nice to have more options

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