What were my best trades?
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 your two biggest realized wins, shown by realized gain (best first):
| Asset | Trade date | Quantity | Proceeds (€) | Cost basis (€) | Realized gain (€) |
|---|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF | 24/03/2025 | 50,0000 | 4.945,50 | 3.949,72 | +995,78 |
| iShares Core MSCI World UCITS ETF | 14/05/2024 | 50,0000 | 4.565,50 | 3.776,35 | +789,15 |
What this shows: both top realized gains came from sales of iShares Core MSCI World UCITS ETF, on 14/05/2024 and 24/03/2025. The table gives proceeds, what you paid for those lots, and the realized gain for each trade.
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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.