Floreo
Lab

How often do I trade?

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.

You have made transactions on 25 separate dates since 12/05/2021. Of those, 21 were inflows (21 buys/deposits/dividends) and 2 were sells. Your recent transaction count shows 23 entries in the recent history view.

This implies you trade infrequently — mostly buys over time with only two realized sells.

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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.