Portfolio performances

The performance page consists of four parts: Gains/loss, Value growth, Dividend received and Expenses. We show all amounts in your base currency (Change your base currency).

You select the period that interests you. You can choose from YTD (Year-To-Date), week, month, year and max, among others. You can also select your own period.

Gains/loss

This page shows how much profit you made at specific moments in your chosen period. This way, you can easily see which periods were 'good' and 'bad' for you.

We calculate the profit or loss over your realised and unrealised securities, dividends received, and all your costs and tax: transaction, dividend, conversion and booking costs and tax, and broker expenses. Refunds of costs or tax increase your gains. Income from your broker, such as cashback, is included too.

Value growth

On this page, you can see how much your portfolio has grown in value compared to the amount you deposited with your broker.

The chart shows two lines: the value of your account (Account value) and how much you deposited with your broker (Total deposited). The table shows how much profit you made per position in the chosen period.

Expenses

The Expenses page shows where your costs come from. We show them per category:

• Transaction costs and transaction tax
• Dividend costs
• Conversion costs and conversion tax
• Booking costs and booking tax
• Broker expenses