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Exclude sold investments from your returns
Exclude sold investments from your returns

Change the way you view your Portfolio and investment returns by including or excluding sold investments.

Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

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:

  1. Go to your investment portfolio

  2. Select Manage

  3. Select Returns Calculation

  4. 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.

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