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Tracking Net Cash Inflows for Portfolios

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Anonymous

Could you add a feature that shows the amount of fresh capital inflows into the portfolios? It would be great to see this on a monthly and annual basis.

The calculation would be as follows: Amount of Purchases - Dividend Income - Sales = Fresh Capital for the Month/Year.

This feature would help in understanding the net cash being added to the portfolio over time.

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Activity Newest / Oldest

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Starting from the initial deposit of cash every buy, sell and dividend should update the cash available on the account, otherwise the historical performance is meaningless


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Christian