Is there a way to see my profits compared to how much money I have deposited instead of how much money I have invested?
For example if I deposit and invest £1000 on my brand new account, and then I make a £500 of profit, my dashborad would show: 1500 balance, 1000 invested, +500 profit (50%). All good.
BUT, if I then sell those shares (without withdrawing), and I re-invest the £1500 into a new stock, my dashboard would show: 1500 balance, 1500 invested, 0 profit (0%) which is fine but I completely lose track of how much profit I have made since I started wy investing journey (still 50%, not 0%), until I check my history where I can compare the actual deposits against my balance.
At the end of the day I also want to see how much money I have compared to how much I’ve put in. It would be nice to have the possibility to switch from Invested/Profit to deposited/profit ratio.
Am I the only one interested in this? Or maybe there’s an easy way to see this instead of checking the deposits in the history tab?
On our portfolio, it says an amount we have paid into the Trading 212 portfolio, however, those funds might contain prior investing, and not be reflective of the actual cash we have put into that pot. Can we have a box we can self-input a figure to self-refer to against the portfolio?
I appreciate your feedback and see how this can be useful as a metric for the performance of your portfolio. For the time being, you can check your all-time realised PnL only on the web app. To do that, just log into your account and open the History tab. I’ll forward your comments to the team and let you know if this gets introduced on mobile in the future
It’s probably worth noting, but I think what you’re asking for is TWRR - Time Weighted Rate of Return.
The calculations not as simple as you might think - I do mine offline on google sheets, but the likes of tools like wallmine can do it for you, importing holdings from all your broker accounts.
Personally, I wish there was an open banking equivalent for brokers, so that we could pick/choose any external tool to do our reporting, the way we want. That way brokers could focus on doing what they do best - helping us trade in the market!
@TheVAX i see you also posted the same question in another thread at the same time
