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Recording trading transactions and accounts
All, I appreciate your time.
I am pondering the best method for recording what shares (investments generally) are owned in order to calculate what profit, if any, has materialised. The banks I trade through offer crude details but I have no account of dividends received or further capital put in (apart from my bank statement).
I was just seeking help on what details would be conducive to providing a good overview of ones portfolio. The easy options are buy/sell price and dividends received. Are there any other?
How to people keep track of their portfolio?
Thanks
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