How much turnover does my portfolio have?
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’s the turnover summary from your transaction history since 12/05/2021.
| Metric | Amount (EUR) |
|---|---|
| Total inflows (ex. dividends) | 77.226,45 € |
| Dividends received | 330,00 € |
| Total outflows (sales, withdrawals) | 9.511,00 € |
| Fees | 0,00% € |
| Net invested (buys + deposits − sells + costs) | 63.990,15 € |
What this shows: total activity (buys and deposits) was 77.226,45 €, while sales and withdrawals totalled 9.511,00 €. Net invested is 63.990,15 €. Transaction count: 25 total (21 buys, 1 deposit, 1 dividend, 2 sells).
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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.