NewEdition
Registered User
- Messages
- 273
I have a Degiro account and have mostly just purchased shares rather than sold.
I am starting to review my portfolio and want to sell some and buy others etc.
How do people keep track of all their purchases, sales, what taxes and trading fees they had and where you may have purchased a particular share at various points in time at varying prices.
Is there a simple spreadsheet or app that people use for this?
It proves to be quite confusing even with my dozen or so trades per year.
If I can solve this, I would be more comfortable trading more frequently but am worried about losing track!
I am starting to review my portfolio and want to sell some and buy others etc.
How do people keep track of all their purchases, sales, what taxes and trading fees they had and where you may have purchased a particular share at various points in time at varying prices.
Is there a simple spreadsheet or app that people use for this?
It proves to be quite confusing even with my dozen or so trades per year.
If I can solve this, I would be more comfortable trading more frequently but am worried about losing track!