My portfolio

All in euros, cost at the exchange rate of the purchase date.

• Sales use FIFO: the oldest shares go first, just as your broker and the German tax office count them.
• The price gain is the gap between today's value and the cost of the shares you still hold. Fees and taxes are listed separately and not added to the cost, otherwise they would count twice.
• The percentage next to the total gain relates to all the money you ever put into purchases. It is not a return over time; the “Return” switch shows that.
• Return is your gain in the period divided by the most money that was in your portfolio during that time. The comparison index gets the same buys and sells on the same days.
• We calculate the internal rate of return (IRR) from all purchases, sales and dividends with their dates and the value at the end of the period, just like the spreadsheet function XIRR.