Portfolio performances

The performance page consists of four parts: Value growth, Dividend received, Expenses incurred and Total profit.

You select the period that is interesting for you. You can choose from YTD (Year-To-Date), week, month, year and Mmx. In addition, it is also possible to select your period.

Gains/loss

The gains/loss page shows how much profit you have made at specific times in your chosen period. This way, you can easily see what 'good' and 'bad' periods have been for you. We calculate the profit or loss on your realized and unrealized shares, dividends received and costs incurred.

Value growth

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

In the graph, you see two lines: the value of your account (Account value) and how much you have deposited with your broker (Total deposited). In the table, we show how much profit you made per position in the chosen period.

Dividend received

On this page, you can see how much dividend you have received in total. Would you like to see this more specifically? We show the dividend received per position in the table. Via the tab detailed view, you can see in which period your effect has paid dividends.

Costs incurred

This page gives you an overview of your transaction and broker costs. You can quickly see where your costs come from.