Which of my past decisions helped performance the most?
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 past decisions that contributed most to your portfolio’s performance, using realized and unrealized changes recorded in your data.
| Decision | Asset | Change in value (€) |
|---|---|---|
| Top contributor by owned-value change | Apple Inc. | +10344,37 |
| Second biggest contributor | iShares Core MSCI World UCITS ETF | +7378,68 |
| Third biggest contributor | Microsoft Corp. | +5789,71 |
| Strong contribution from sector/metal move | Gold | +2774,88 |
| Positive crypto contribution | Bitcoin | +1873,36 |
What this means: the largest performance gains came from the positions listed above — notably your holding in Apple Inc., followed by iShares Core MSCI World UCITS ETF and Microsoft Corp. — as shown by their positive changes in owned value during the period.
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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.