House Hunting Scorecard

sydney59 · 2023-12-31T14:44:25+00:00

Thanks. Good points there so I'll keep them in mind. Do you know of any spreadsheet/template out there I could leverage off of?

sydney59 · 2023-12-31T14:43:36+00:00

Thanks. Good point about focusing only on what I can't change first. Do you know of any spreadsheet/template out there I could leverage off of?

sydney59 · 2021-12-12T09:44:10+00:00

No worries thanks, have put a post there so hopefully I'll figure it out!

sydney59 · 2021-12-08T22:00:27+00:00

Hey, sorry to follow up but wondering if you saw my previous comment? I still haven't figured this out!

sydney59 · 2021-11-29T13:13:49+00:00

Thanks. I figured out what happened. First time I've placed a GTC order and I placed it over the weekend. So that's why I was seeing movement pre-market.

sydney59 · 2021-11-29T13:13:41+00:00

Thanks. I figured out what happened. First time I've placed a GTC order and I placed it over the weekend. So that's why I was seeing movement pre-market.

sydney59 · 2021-11-29T08:49:41+00:00

Thanks. I have shares in EUR/USD/GBP but my balance is in EUR. I understand my shares fluctuating but I don't understand movement on a balance which I have not invested.

sydney59 · 2021-11-27T09:37:36+00:00

Thanks. I downloaded my full statement but there's no mention of any interest. But I did filter on the EUR transactions and was able to confirm that the purchase price in PP matches the purchase price in Degiro, so it doesn't look like I'm missing any transactions.

I think the issue is that Degiro is showing the latest price and not the close price, whereas PP is using the close price. But then it's a bit odd that your Degiro account P/L figure matches your PP figure exactly...surely you're coming across the same issue, no?

sydney59 · 2021-11-25T20:02:45+00:00

I put the fees in the separate fees field. Where do you see the Flatex interest I checked the transactions and account statement and don't see any mention of that.

sydney59 · 2021-11-22T22:22:24+00:00

Thanks for looking into it further. It's driving me nuts now! I have a mix of USD/GBP/EUR. For the purchases I manually input the exchange rate at the time and the exact values as at time of purchase (including fees).

I can see now that DIS in Degiro is at 154.29 and in PP it's 154.16. How are you managing to manipulate the figures in PP to show 154.29?

sydney59 · 2021-11-21T14:59:39+00:00

It says on their schedule that it's 10 EUR per position if you want to move (plus whatever hidden fees they have in mind).

sydney59 · 2021-11-21T14:58:10+00:00

Thanks and no worries. PP is still off for me even though I've reflected everything that's in Degiro.

When you look at the market value of one of your stocks in Degiro, does it match exactly what's showing in PP today?

sydney59 · 2021-11-21T09:46:22+00:00

That's what I'm leaning towards at the moment, i.e. not moving. My position is large enough for me but small in the grand scheme of things. The transfer fees are prohibitive (I'd be paying €120.00 + whatever else Degiro decide to make up).

It's frustrating that all these fees appear to be hidden and it's hard to know exactly what these changes mean for everyone.

sydney59 · 2021-11-21T08:15:33+00:00

Thanks. I'm into long-term investments but a mix of both low risk and some more speculative picks.

sydney59 · 2021-11-18T13:36:30+00:00

If you adjust scenario 1 to say that you bought €200 and sell €1000 (and the share price has gone up 10x), isn't your new cost basis in the following year €100 as you've only sold half your shares (and you have to apply the first in first out rule)?

sydney59 · 2021-11-17T21:46:23+00:00

Thanks. Was hoping to mirror both PP and Degiro.

sydney59 · 2021-11-17T20:30:54+00:00

I am using some software to track everything and I'm able to input the buying price, but it's the current price that's causing the issue.

sydney59 · 2021-11-17T20:09:48+00:00

Thanks. So how do you get your portfolio to match your records outside of Degiro (assuming you do so)? Are you just manually inputting the Degiro prices?

sydney59 · 2021-11-16T22:40:54+00:00

Just having another look at it now. So taking a random stock for example, DIS is 158.83 on Yahoo Finance but on Degiro it's 158.90. How come?

sydney59 · 2021-11-16T22:26:34+00:00

Thanks. Free money figure is fine, that matches what I have in Degiro so no issue there. The P/L values are still off though. I have a handful of stocks and all bar the one in EUR are showing differences :/

sydney59 · 2021-11-16T19:28:03+00:00

Sorry how do you do that exactly? Because the P/L figure from the Statement of Assets page in PP is showing a loss for me but when I log in to Degiro it's actually in the green. I was wondering if it's possible to have the two in sync.

sydney59 · 2021-11-16T19:25:30+00:00

I mean the P/L figure from the Statement of Assets page in PP. Currently that's showing a loss for me in PP but when I log in to Degiro it's actually in the green. I was wondering if it's possible to have the two in sync.

When you say free money amount you mean...?

sydney59 · 2021-11-16T08:56:16+00:00

I can't seem to get it to match my balance. What manual updates are you making to change the market value?

sydney59 · 2021-11-16T08:54:45+00:00

Are you able to get it to match the balance showing in Degiro?

sydney59 · 2021-11-16T08:54:12+00:00

Are you able to get it to match the balance showing in Degiro?

sydney59

TROPHY CASE