Thanks. Iāve found that now!
You also get a monthly statement, however it just tells you your current positions and value. It would be good if they could add all your transactions to it so you can have a record of what you bought/sold and when, and for how much etc.
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So hope this question isnāt too basic, but I havenāt been able to find the answer anywhereā¦
Short of using a spreadsheet, is there any way (or plans) to track the number, price and change in your investment within your portfolio?
I understand this already exists for a single buy of a single share type, but what if I buy 100 shares at one price one day, and then decide to buy another 100 and a different price the next?
My understanding is that they will be shown together as 200 which then only shows an average investment change?
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Why do you want to see each batch separately?
To understand their relative performance from time of purchase
Thatās an interesting idea, how would you use that information?
To answer your question - you would need to calculate the change in price for each of your purchases in a spreadsheet at the moment.
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Another platform I use(begins with a V) does this sort of thing. You can expand each investment and see both a graphical representation of where you purchased units/shares along a time/price graph and also in a straight list. Be nice to see that here in the future
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Thank you - I use those guys as well, but as a newbie didnāt want to use the V word!
Same question 
How do you use that information?
Hmmā¦being very new to investing (months not years) Iām not able to give you a definitive or clever answer to how I use the information. Iām in the wealth preservation stage of life, so necessarily need to be be fairly risk averse; in that respect, I think it certainly helps as a learning aid to see a graph clearly showing where I bought and, in some instances more importantly, where I shouldnāt have sold(as the price soon rose after). It has helped me to stay the course. A graphical representation is a clear way of doing this. It is not provide the complete picture, of course. It is simply just another tool to help understanding. Nothing more but helpful nonetheless.
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Got it, thanks.
That sounds like the sort of use case that prompted this request: How did my stock do after I sold?
Personally I donāt expect Iāll ever time the market perfectly so I try not to worry too much about this. But I can see why this would be a nice reference point to have, to try to learn from.
Yes, timing the market perfectly seems pretty unattainable. I think I read somewhere that ātime in the marketā rather than ātiming the marketā is more important. Iām trying to learn that lessonā¦adding bonds seems to be smoothing out rocky times for me at the moment. Thanks for the reply BTW
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Are the shares held in a nominee account?
Read that some public companies offer discounts for holding shares, but it canāt be in a nominee account. Just wondering if I invest in them, will I get the benefits if I use Freetrade?
(Donāt currently have any plans to do so, just wondering)
How would you end up getting a ROI from an investment on Crowdcube?
Is it only when the company ends up on a stock market?
Thanks
You wait, and wait, and wait. And then they might go bust, or they might sell out to someone, or they might IPO (stock market). In the first option you get nothing, you lose. The latter two options you might make money after a few years.
More immediately though if you get EIS you can claim 30% back on your taxes that year, and then claim more if it goes bust. So EIS is definitely worth claiming and makes it far more worthwhile.
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Hi,
The MSCI China ETF KID mentions a 5% charge on entry & exit. Is this correct? On morningstar it says 0%
The only expense is the management fee, which is just under 0.6% according the their KID as far as I can see:
Where exactly have you come across the 5% charge on entry and exit?
Supposing the ETF in question is Ā£HMCH, HL, Fidelity and Morningstar only mention the 0.6% ongoing charge. 5% is extremely excessive, curious to know what the purpose of that rate even is 
Youāll be trading the ETF via Freetrade in the secondary market ( the stock market ) so the āInitial Chargeā wonāt be relevant ( but the dealing spread will )
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