Which positions did I sell too early?
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 two realized sells in your trade history where selling earlier cost you further gains. I list the trade, the realized gain and the “gain forgone” by selling instead of holding.
| Asset | Sell date | Realized gain (€) | Gain forgone by selling (€) |
|---|---|---|---|
| iShares Core MSCI World UCITS ETF | 24/03/2025 | +995,78 € | +1.327,25 € |
| iShares Core MSCI World UCITS ETF | 14/05/2024 | +789,15 € | +1.707,25 € |
What this means: for both sells you realized a positive return, but the snapshot shows the positions would have been worth more later — the “gain forgone by selling” is the additional unrealized profit you gave up by closing those lots.
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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.