You may choose to exclude sold investments from your returns to understand how your current investments are performing, without your past investments impacting your estimated returns.
Exclude sold investments from your returns calculation
The default returns calculation includes sold investments. To exclude sold investments:
Go to your investment portfolio.
Select Manage.
Select Returns Calculation.
Turn off the switch under ‘Include sold investments’.
If you update your Portfolio preferences and exclude sold investments from your returns calculation, this’ll adjust both your Portfolio and individual investment’s total and simple returns. Your total return will only include a breakdown of the gains or losses you’re making on what you currently own.
Your simple return will be based on the gains or losses you’re making on what you currently own, and the amount you’ve put into your current holdings.