Saxo AutoInvest monthly cost

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1

Hi everyone,

I’ve been using Portfolio Performance for a couple of months now and I’m starting to get the hang of it, I like it!

Only thing that I’m struggling with atm: I use Saxo AutoInvest to buy ETF’s every month. This feature has a fixed cost of €2 per month. How can I make sure this cost is also taken into account in my portfolio? Can I add a monthly fee for a specific security account?

Thanks!

2

You can add the fee to the corresponding cash account!

3

There is the concept of automatic regular transactions in PP, that are called “Investment Plans”. However at the moment, it is used for Purchase, deposit, withdrawal and interest, but not for fees.

Maybe the automatic regular fees will be added in the future, but in the meantime as Snikkers said, you can add the 2€ fees on the cash account.

It is also possible to create a simple csv file with several 2€ fees transactions at the dates you want, you can put dates that are in the future, and once imported you will have the future transactions in PP already there.

4

Thanks for the help, I didn’t think of it that way yet.