Providing a capital gain and dividends received breakdown on each holding
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NGB
I was hoping to gain some insight in to how or if Pearler has the functionality or the ability to show me my dividends earned for each holding.
Basically I’d like to see how much of my gains are due to capital growth and how much are attributable to dividends received from that holding. I know I have this ability in sharesight, however I would assume not everybody on the Pearler platform makes use of sharesight.
I know M1 Finance in the US give their users a breakdown on the capital gain and dividends received per holding just as an example.
Would love to see this feature as I think it’ll more accurately reflect the portfolios performance (if not available already).
Hayden Smith
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This is available on our paid performance plan: https://pearler.com/performance