Hidden fees from investment gain/loss

I have made my own spreadsheet to keep track of my growing investments.
I realised that the performance shown by my spreadsheet is worse than what Freetrade shows me in app.

For example, i bought Ā£199.70 of J&J shares, they are now worth Ā£193.56 a reduction of -3.07%
However, Freetrade show my investment gain/loss to be only -2.64%
This is because Freetrade does not include the FX fees it takes in the calculation. This is not representative of the ā€œreal investmentā€ loss, and there should at least be an option to include it.

6 Likes

Surely thatā€™s the opposite of hidden? Hidden would be included in your losses without telling you, here theyā€™re separate and on the contract note.

what I mean is; the percentage shown by Freetrade always makes your gains look bigger and your losses look smaller than what they actually are.

2 Likes

I never noticed this before! I would expect profit to be calculated based on total cost.

1 Like

so did I, and I expect most people would.

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Okay Iā€™m with you now, it does seem a bit odd to discount it when you compare to UK shares for example.

need :clap: separate :clap: US dollar :clap: accounts

This Fx thing --if you look at older FX post ā€“ is such an amateur feature

need :clap: US dollar :clap: accounts

The math functions in the code are wrong it looks like

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