I’d like to be able to follow how much I’ve spent each month buying securities.
Is that possible ? Ideally it could be splitted by security account and/or classes/taxonomy (for example ETF, stocks etc)
What I’m looking for is the real invested capital, not the deposit I can make to my deposit account.
Example : in April, I deposit 2000€ to my security Account A
I use 300€ to buy stock 1 in my security account A
I use 200€ to buy ETF X in my security account A
At the end of April, I’d like to have the total invested (500€) (and if possible other information as mentioned at the beginning of the post, 500 invested with 300 in stock 1 and 200 in etf X etc)
One of the interest of this would be for me to follow the money I actually spend versus a target fixed each month for example (if I follow a DCA strategy)