u/CHWM38

How do you track your realised gain or lost?

I use Sharesies as my main trading platform, tried Hatch but don't really like it.
What I don't like about Sharesies is that once I sell out one share, the "Your Investment" page is gone. I couldn't see how much dividends I have gained while I was holding that share, and I can't see how much transaction fees I paid with the trades I made. More importantly, the realised gains/losses also disappear.
Or just me don't know how to access that data?
I tried to leave 1 share per company to keep the data, but I'm in the process of cleaning up my portfolio.
I think it is a good feature to have, the ability to access my previous investment. I can smile about FSF, also cry about SML. All about lessons learned.
I submitted "Request a feature" with Sharesies before, but maybe it went down a deep hole.
I also tried to manually input the trading record in Yahoo Finance portfolios, but as I said, manually.... kinda pain in the a....
Just wondering if you track your portfolios, how do you do it?

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u/CHWM38 — 3 days ago