How is Absolute Perf in Statement of Assets being calculated?
Also is there a way to display the actual total capital invested ?
From what I have found, only Purchase Value & Market Value is shown.
Ad Absolute Perf: Market_value - Purchase_value + Dividends - Taxes
You should see the same in the āSecuritiesā tab.
Ad total capital invested: You can add āInvested capitalā in the Chat tab under Statement of Asset.
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Thanks for the reply!
Hmm I do not have dividends and taxes. So the Absolute Perf should be the same value as Profit/Loss. But there are some differences in value.
Let me try to hunt down the differenceā¦
I found āInvested Capitalā under Performance, but it takes into account both buy & sell. This is accurate, but I actually wanted to know the exact amount invested aka only the Buy transactionsā¦
I can simply export all transactions and use Excel to calculate this value I guess 