"Closed positions" view (portfolio)
Select the "Closed positions" view from the view drop-down list. The table lists all sale transactions.
You find the following columns and functions in the "Closed positions" view:
Function/column | Description |
---|---|
Selected | Shows the number of transactions currently selected in the history. Click to open the menu containing the "Delete" command. Deletes the selected transactions from the history. |
Filter year | Use the drop-down list to limit the transaction history to a certain year. |
Filter month | Use the drop-down list to limit the transaction history to a certain month. |
| In the first column, you can select individual rows (transactions). To select all shown transactions, select the checkbox in the column header. |
Allows you to resubmit the transaction of the corresponding row, that is, to edit or delete it. | |
Columns | You can show or hide the columns of the transactions overview in the settings that you open by using the widget menu icon. The following columns are available in the "Closed positions" view:
For more information, see Settings in the "Portfolio" widget. As in other tables, you can re-sort the transactions by clicking a column header. The totals are also displayed for the following columns:
The sum of the columns "Returns (net)" and "Returns (gross)" are calculated both as absolute values (in portfolio currency) and as percentage values. By means of "Filter year" and "Filter month", the investment success of the positions closed in the previous year can be analysed, for example. |