Input actions of multiple years
We made it possible to manually add your transactions. This functionality has been optimized in such a way that every broker can be added. When you have already been investing for a couple of years, it can take up a lot of your time to fill out all those broker actions individually. To save time, you can work with the Average Purchase Value of an effect. Depending on your broker, you can find this at your current positions in PDT.
Entering via the APV method has the disadvantage that historical returns are not visible. If you still want to get a complete picture of your portfolio, we recommend entering all your actions via PDT or Google Sheets.
You can import your position through New action on the action page:
- Date: Choose the date of today (the date is always set on today)
- Number of effects bought: Fill out your purchased shares.
- Purchase price per effect: Fill out the Average Purchase Value.
- Transaction costs: All the transaction costs you made when purchasing this position.
Repeat this in Sell and Dividend received. Do not forget to include your deposits and broker costs.
By filling out all purchase and sell transactions as a bundle (with the Average Purchase Value), we can only show the yield that you received at that moment. To also see historical yields, you have to fill out all past purchase and sell transactions individually.