How much of my performance came from price appreciation vs dividends?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Here is how your portfolio's performance breaks down for the snapshot on 10/09/2026.
| Source | Amount (€) | Share (%) |
|---|---|---|
| Price appreciation | 23.274,35 € | 99,00 |
| Dividends | 330,00 € | 1,00% |
Notes:
- The totals come from the portfolio gains snapshot for 10/09/2026: gains.total = 23.274,35 € (this is the headline gain).
- The breakdown by origin shows price appreciation contributed +23.274,35 € (+99,00% of the gains) and dividends contributed +330,00 € (+1,00%).
This page in other languages
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.