Is there any way to see the performance per trade?

English Reports
1

So far we can just see the consolidated performance of a position in the trades section, could we see in the “trades” screen the performance per single trade and not a consolditation??

Trade 1: 5sh at 10$
Trade 2: 5sh at 8$
Current price 12$

Current view:
Position: 10sh at 9$ return 33%

Goal:
Trade 1: 20% return
Trade 2: 50% return

1 Like
2

Please elaborate on what exactly you want to see, and in what way the existing options don’t suffice.

3

I edited the whole post, hope now is clearer !

Thanks

4

I have the same question as @Hector_V_P.

5

So you want to change the definition of a trade, such that every buy starts a separate trade?

6

Same question here. It would be great if each buy could be shown as separate trade. It would be great to see how my buys in a particular time period did compared to the overall performance of my portfolio. E.g. 2022 was a terrible year for my overall portfolio but my trades throughout the year were quite positive so would be interesting to put this into perspective with a good overview.

7

yes so maybe with a + you could expand somehow the summarized buyS per accounts and get a view about the single transavtions.
I need not only the column perfomance. I need also column Loss/Profit in order to make a rough estimate about tax payments. thanks

8

Is this not what you have in the Trades sections?

Checking my portfolio, for instance I have two lines for two trades of the same stock over overlapping periods:

Security     Start date     End date       ...   IRR
CompanyAZ    July 2, 2021   Jan 14, 2022   ...   -8.83%
CompanyAZ    July 19, 2021  Dec 1, 2022    ...   0.65%

(not great trades!)

Consolidated positions is what I see in the “Statement of assets” view, not in the Trades view.

Edit:

(some thinking later …)

Indeed if the trades are still open and in the same account, there are consolidated.