Tracking P2P lending

English
1

How can I track a p2p lending investing?
In the first place I tried to handle it like real estate, meaning to add a new stock and buy 1 share and update the price with the profit/loss.
The issue starts when I am deposit or withdraw part of my investment.
I can’t buy or sell fraction of shares

2

@amit

You should map p2p lending as an account.

CU, Laura

3

Hi @amit

For P2P investments I use a separate deposit account without securities account. Invested capital added as deposit. Then you have options to add interest, fees and taxes.

4

To edit to this answer, it is up to you if you want to track interest on a daily, weekly, monthly or quarterly basis, but I think monthly is the most convenient way.

5

this is not regarding your question, but what do you mean by this? PP allows up to 8 decimals, so why do you think you can’t buy or sell fractions?

6

Correct me if I wrong, but if I manage this investment using only an account I can’t understand the performance of the investment?

7

You can create a separate dashboard and/or additional widgets and use filters to show only this speciffic P2P account.

Dashboard
Dashboard3059×1767 333 KB

Same thing with this section of PP. You can use a filter to show only interst of the specific P2P account:

P2P
P2P3021×1728 141 KB

8

WOW, amazing dashboard. I have so much to learn about this software.
Thanks

9

Hehe, thanks. This is a quite simple dashboard, but it shows the relevant data for me. There are many more options (widgets) and ways to make it more pretty. Here are some folks around who make much better dashboards.

10

@amit

CU, Laura

11

P2P Lending Investments with PP / Tutorial by Angelo Colombo

12

I just added my P2P investments as a separate account in Portfolio Performance and used manual bookings with interest as dividends. For repayments, I used deposits. It’s not perfect, but it gives a good overview. I’m not tracking every tiny detail, just keeping it simple enough to see overall performance.