On 17 October 2024, we released several updates to our pies feature.
These changes are effective immediately on our web app. To access the new features on your mobile device, please update to the latest version available on the App Store or Google Play.
📊 Pie charts
The pie chart now includes two main values:
- Total Value: The overall value of everything in your pies, including investments and cash.
- Return: The total profit or loss from your current and past investments, including dividends.
💷 Unified Performance Metrics
To better reflect tax implications, the fields Invested, Average Price, and Return now account for your activity both inside and outside pies when involving the same instrument. This means any transactions you make outside pies will impact the performance metrics of that instrument inside pies, and vice versa.
🥧 Example
- You buy 1 share of TSLA at $100 outside the pies.
- You buy 1 share of TSLA at $100 inside the pies.
- Inside pies:
-
- Invested: $100
- Average Price: $100
- Return: $0
- Outside pies:
-
- Invested: $100
- Average Price: $100
- Return: $0
- You buy 1 more share of TSLA at $200 outside the pie.
- Total Holdings:
-
- Total Shares: 3
- Total Invested: $400
- Average Price per Share: $400 ÷ 3 ≈ $133.33
- Inside pies (1 share):
-
- Invested: $133.33
- Average Price: $133.33
- Return: Depends on current market price.
- Outside pies (2 shares):
-
- Invested: $266.67
- Average Price: $133.33
- Return: Depends on current market price.
📄 Note
The invested amounts inside and outside pies are adjusted based on the average price per share across your entire holding of that instrument. This reflects how gains and losses are calculated for tax purposes.
If you want to check the real total return of your pies, please refer to the “Return” field in the chart. It includes the total profit or loss from your current and past investments, including dividends.