Am I trading too often?
A transaction question asks what was bought, sold or paid, and when. The answer reads the transaction history itself, which is also what every other figure on this site is ultimately built from.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here are the facts from your activity so you can judge yourself.
| Metric | Value |
|---|---|
| Period covered | 12/05/2021–today |
| Total transactions (buys, sells, dividends, deposits) | 25 |
| Buys | 21 |
| Sells | 2 |
| Deposits | 1 |
| Dividends | 1 |
| Withdrawals | 0 |
| Net cash inflow (ex‑dividends) | 77.226,45 € |
| Total realized trades | 2 |
| Recent activity (most recent 23 recorded txns) | shown in your transaction history (last buy: 01/06/2026 Gold) |
| Average trades per year (approx.) | 25 trades over ~5 years → about 5 trades/year |
What this means (neutral facts)
- Most of your transactions are buys: 21 buys vs. 2 sells, so activity is primarily adding to positions rather than frequent turnover.
- Only 2 realized trades (sells) have produced realized gains in the record shown.
- Spread over ~5 years, your activity averages about 5 trades per year, which is low-to-moderate frequency in many active-investor definitions.
- The largest inflows were into ETFs and core holdings (World ETF, EM ETF, Microsoft, Apple), suggesting ongoing accumulation rather than short-term trading.
If you want, I can:
- show a timeline of buys and sells by year,
- list turnover rate or percent of portfolio traded per year,
- or compare this trade frequency to common benchmarks for buy‑and‑hold vs active strategies.
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Related questions
See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.