Return of investment

Can we have what is our 3m, 6m, 1 year, 3 years, 5 years returns like every other brokerage?
At the moment I have no idea what is my percentage since I started using your platform!!

I don’t get this with any other brokers, least not ‘properly’.

You need to almost unitise every cash deposit/withdrawal to work out what your returns are to compare directly against an index or fund.

Or simply as my other brokers do, you can add up the realised and unrealised gains to give an approximation. Almost adding up the sum of your cash deposits/withdrawals vs your current value.

Check out the google sheets portfolio tracker thread. That should give an idea how to do the first part as I think that’s the best process, but it becomes complicated for any broker to do, which is why I don’t think I have seen any do it.