"Your investment" view - Display the total amount invested in each stock

💡 Feature suggestions & ideas
1

Dear Community Members,

Please read the following and vote in if you think this is a reasonable ask and this small feature/functionality should be implemented.

Problem Statement

I am new to Trading 212 and recently started investing using this platform. The overall user interface seems good to use but I struggle to find an option using which I can see the total amount invested per stock. I only see current value against the label VALUE which is the current market value.

It would be great to have total invested amount/value displayed for each stock, if it does not exist at this point.

Value Addition:

  1. No need for users to perform manual calculations thereby saving time while making crucial decisions on buying or selling.
  2. Helps users assess their investments easily and with clarity, especially for selling in part.

Current View

VALUE
RETURN
SHARES
AVERAGE PRICE

Desired View (Refer to the image given below)

CURRENT VALUE
INVESTED VALUE
RETURN
SHARES
AVERAGE PRICE

Important

CURRENT VALUE - Display both currencies if user currency is different than the asset currency
INVESTED VALUE - Display both currencies if user currency is different than the asset currency

Desired UI Image

image
image1073×1064 103 KB

Thanks

4 Likes
2

I’m not sure I really follow why you feel you need this. These don’t feel super clear to me. I’ve never really needed to know what I originally invested when I sell, I just need to know if it’s red or green and the total value. Can you help provide more colour?

3

Are these enough, or do you require more :wink::wink:

image
image1276×329 66.6 KB

1 Like
4

More please.

(Rest of characters)

5

I think this could indeed be useful, but you should have to enable it in the settings. Not every strategy needs this.

1 Like
6

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image907×909 181 KB

7

Thanks for your reply.

I would try to explain this with the help of following example having multiple scenarios.

Scenario A (Initial Investment)

Number of shares: 10
Stock ABC current price: $100
Current value: $1,000
Invested: $1,000

Scenario B (Investment gains)

Number of shares: 10
Stock ABC current price: $150
Current value: $1,500
Invested: $1,000

Scenario C (Realising the profit of $300)

Number of shares: 8
Stock ABC current price: $150
Current value: $1,200
Invested: $1,000

Scenario D (Fresh investment after booking/taking profit of $300, buying 2 shares @ $250 each)

Number of shares: 10
Stock ABC current price: $250
Current value: $1,700
Invested: $1,500

Having displayed the invested value helps me decide better when to book profit or average out my total investment when price drops without withdrawing the principal amount.
I use another trading app which displays this information and it is very helpful without having to perform manual calculations.

Given the above scenario, I want to just book/take the profit/gain/ROI of $250 while keeping the principal amount i.e. $1,000 still invested.

Having the invested amount visible at all times helps me reap the gains from time to time with a clear view and without the need to perform manual calculations, especially when the investments are vastly diversified

Note: Avg. price is not considered for this explanation to keep it simple

8

Thanks for sharing your thoughts. Yes, a button to toggle it on or off would be handy.