Which positions did I hold too long?
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 positions you held the longest before selling, shown with the holding period and the realized gain for each completed trade. I’m using your realized trades history.
| Asset | Sell date | Holding period (days) | Realized gain (€) |
|---|---|---|---|
| iShares Core MSCI World UCITS ETF | 24/03/2025 | 951 | 995,78 |
| iShares Core MSCI World UCITS ETF | 14/05/2024 | 637 | 789,15 |
What this shows: both long-held sells in your trade history are of iShares Core MSCI World UCITS ETF, sold after 951 and 637 days respectively, each with a positive realized gain.
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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.