We have expanded the transactions tab with two new views: Invested Capital and the Investment Matrix. Both answer a question your portfolio value alone cannot: how much money did you actually put in?

📈 Invested Capital: The new chart shows your purchases as green bars. Sales appear in red below the zero line, so you can see immediately in which periods you took capital back out. You can switch between year, quarter and month, alongside the familiar timeframes from YTD to MAX and a custom date range.

🔥 Total, average and streak: Above the chart you can see how much you invested in the selected timeframe and what that averages out to per period. If you invested several periods in a row, we show you your streak. For everyone who keeps their savings plan running month after month, that is a nice confirmation.

🗓️ Investment Matrix: The matrix shows your net investments, meaning purchases minus sales, as a heatmap. The stronger the green, the more went in during that month or quarter. A tile turns red when you sold more than you bought. On the left you find the total and the average per year, the current period is outlined, and months without any activity stay quiet so your eye lands on the periods where something happened. We show six years by default, and one click unfolds your entire history.

👆 One click to the entries: Click a bar or a tile and the transaction list below jumps straight to those purchases and sales. On your phone the first tap shows the values and the second one jumps down. As an Aristocrat you can also export the matrix as CSV.

Take a look at how much capital you have put together over the years. We are looking forward to your feedback!

We wish you further good dividend yields

Max & Johannes