Your gross total return from price gains, realised gains and dividends.
In the Analysis tab of your portfolio you will now find a new chart to evaluate your portfolio performance over time.
The gross total return of your portfolio is made up of price gains, realised gains from sold shares and dividends received. You can choose to include or exclude realised gains and dividends when calculating the return.
In this way, you have an overview of the total gross return of your portfolio at all times.
You can freely set the analysis period (start and end date).
The chart takes into account your buy and sell history (transactions), if you have maintained it.
You can also test the new chart in our Live Demo Portfolio.
We wish you further good dividend yields
Max & Johannes