Show pnl by trade lot

💡 Feature suggestions & ideas
1

Currently pnl for any shares invested into are shown as one figure for the entire amount purchased, as below:

i.e. 100 Apple shares bought - day 1
100 Apple shares bought - day 2
100 Apple shares bought - day 3

profit = $120/ 2.5%

Can we have the option to expand our position view to see the pnl for each lot of shares bought?. i.e.

Lot1: 100 Apple shares bought on day 1: profit = -$40/ -1%
Lot2 100 Apple shares bought on day 2: profit = $80/ 1.75%
Lot3: 100 Apple shares bought on day 3: profit = $80/ 1.75%

Total profit = $120/ 2.5%

We can still see our overall profit for our entire position but we also have the option to view each individual lot. Allowing for easier trading.

2

I believe the reporting is based on average cost, although you can get different for tax purposes I think. It doesn’t impact your return only taxes.

3

Yes, it is based on average cost. Personally I feel it would be a nice quality of life update to be able to see by each lot.

Averaging up or down in and stock and then wanting to close out that additional lot is a common occurrence for me. Would be nice to know exactly my PnL on that single trade.

Nothing to do with taxes