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Question
Guest theshidoshi
Hi all,
I need help with calculating not just my total portfolio worth but also all fees.
I have played around with IG statements, history, transactions and created a full spreadsheet but not sure how I can get the right figures I am after
A scenario (ISA)
Current total invested in 2019 £1000
in 2018 if I had invested £1000 that would bring it to £2000 Jan 2019 but then I have taken out £1000 out
Total today £1000
Profit £100 up
However, if I made £100 worth of fees (custody, commission or exchange rate commission etc)
Then in reality, if I look at my overall performance over 2 years as total £2000 invested, with £100 profit and £100 fees so I have canceled out at 0.
Sorry for the complicated or oversimplified explanation. I am trying to view the "you are 100 up" as you are 100 up but paid out 100 in fees so your true performance is 0 as it stands.
Thanks
Is this possible and easy to do?
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