Price Growth on Statements

Statement defaults can be set under the System main menu and will influence which sections are available to be selected for inclusion in a statement

Sections can be selected as well as additional settings within the section. For the Instrument Performance section you can choose to include Price Growth and how it is calculated.

If you do not select ‘Use weighted average when calculating price growth’ the calculation formula will be:

((statement closing price / average buy price) – 1) * 100

If you select ‘Use weighted average when calculating price growth’ the calculation formula will be:

((statement closing price / weighted average buy price) – 1) * 100

See Growth calculation for an example of the calculations

Price growth calculation uses the following transactions:

• transfer in
• buys
• switch in
• positive historical transactions with tick: ‘use in price growth’

Last Updated on 6 years ago by Tinus Burger