Fees as part of the purchase price
planned
Björn Beier
Merged in a post:
Net entry price
A
Albert
It would be interesting under the “return” (value, share, entry, invested, realized, dividend. costs etc...) to also see the net entry price...
Formula: (number x start + costs - realized)/number
This would be very helpful to keep track of real profitability and is crucial when trading a share frequently.
You could also offer it as an option in the dashboard under “Securities.”
I know there is already the net sum and the option
Including dividends and realized gains in the performance chart, but this is too confusing...
M
Michael Becker
Do you know when the whole thing will be released? It's now marked as Planned...
Björn Beier
marked this post as
planned
Björn Beier
Merged in a post:
Ing purchase costs
Ing offset purchase costs against the exchange rate, integrate them into the price.
Then the portfolio matches the portfolio in the ing app exactly.
Björn Beier
Merged in a post:
Investment sum “Invested” as gross sum
I would like the purchase fees to be included in the investment sum “INVESTED” (preferably as a tick-off option, so that you have a gross investment amount there. The check box for this, which you can decide accordingly. When it comes to dividends, you can already stop taking taxes into account.
M
Max
The purchase fees have not been invested. That would be like adding any account management fees to a call money account in order to have your real gross/starting sum.
M
Max
After all, the purchase fees have not been invested. That would be like adding any account management fees to a call money account in order to have your real gross.
Björn Beier
Merged in a post:
Show return included + exclusive fees
J
Julez
The return is always shown exclusive of fees, yes? It would also be interesting to see how brokers and stock exchanges get on. So if you could see the return including fees. Level can be adjusted with a switch as with the gross/net dividend ☺️
Björn Beier
Merged in a post:
Taking taxes and fees into account
P
Parqet User
In addition, it would be good to see the stated tax and transaction costs (e.g. when selling shares) also in the realized profits. Best option to hook - Realized with/without tax & fees
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