Anyone know if there is an „easy“ way to see the total funds added to the portfolio without the gains from trading? So you know how much (including exchange rates) you added and compared to the current account value what the „real“ current ROI is? So far I did this manually by importing the excel data, but there sure is an easier way?
Also, in the Home-Dashboard where you choose the time period to look at, the percentage of gains/ losses includes the funds you added in that period, which means the percentage does not show the „real“ ROI during that period, any way to „exclude“ the added funds in that view so you only see the „real“ gains/ losses?... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Hi,
For Real ROI % (No deposit distortions): Go to your Profile and click the Stats tab. This page uses a Time-Weighted Return formula that completely isolates and excludes your deposits/withdrawals. If you add $5k tomorrow, this percentage won't warp.
For Total Funds Added ($): Go to your Portfolio,... Show More
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