Taxes invoice display

Hi to all,

Is it normal that when viewing performance via data series relating to specific asset classes, the related taxes are not counted correctly? The securities are correctly valued (correct asset class set).

For example with a total portfolio perfomance calculation widget (taxes are displayed correctly for each securities) but with the data series “shares” (taxes associated within the single share is not displayed).

Is for this reason? “Taxonomy data series are always pre-tax”


You should illustrate the problem with screenshots.

CU, Laura

Though, @AndreasB mentioned few years ago, that’s either tricky nor risky to get valuable tax/fee drill downed figures by asset, because a security could be assigned to multiple assets. Due to this circumstances PP does not breakdown by taxes the performance figures.

P.S. in reference to the following German discussion

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