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Portfolio Tracking and Other FAQs

Can I set a default for the SEC fee?

At the time of this article, the SEC equity sale fee is 46.80usd per million. Edit your account on the Accounts page and record a Sale Duty default with a Round Up Percentage of .00468 as shown here:

Thereafter, any Sell or Short Sell transactions which you add to this Account will have the Duty / Fees calculated from this default. If you have an occasion when you are entering such a transaction, but you do not wish the default to apply, just set the Duty / Fees slot to 0 (zero) on the Transactions page.

 

Other FAQs:

My Preferences are not listed. Can they be added?

Why cant I customize the columns of my Report or Chart?

How often is my portfolio data updated?

Is there a list of exchanges supported by this site?

How is Time-Weighted Rate of Return calculated?

What can be done about incorrect historic prices?

Why is Profit today sometimes different from the Price Change?

 


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