Gain/Loss on Portfolio 📈

Thanks for sharing mate!

I closed yesterday with Simply Wall Street saying I’m £40 less than Freetrade. Which I’m more fine with it that way around, as I reckon the difference is due to SD and FX. It does include dividends.

I have about £300 of cash between both accounts from dividends/capital gains sales so I assume its part of the P&L… technically cash is a form of investment, so saying your P&L including the cash you have there is not entirely wrong, but it depends on how people want to look at it. If FT were to start giving interest on cash balance like eToro then I reckon more people would see it that way.

I think I would like to see in the insights tab:

  • Gain / Loss inc/excl dividends
  • Total SD Costs
  • Total Instant trades costs
  • P&L for different intervals.

But so far I appreciate the addition of it.

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