Where do I find Realized, Closed, Dividends and Year-end AUM?

• Realized: the result from sells by calendar year, using FIFO (oldest lots first), with fees and taxes at the time of sale, without dividends.
• Closed: fully sold positions with fees and dividends from the holding period. The result can therefore differ from the sum of realised sells.
• Dividends: every dividend payment in Activity with gross, withholding tax and net by year. This is the history you received, not a calendar of future payments.
• Year-end AUM: an archive of confirmed year-end totals (usually 31 December) for year-on-year growth. It isn't the live wealth on the Overview.

Filling Year-end AUM

1. 1

   Add years with Add year, or towards the end of the year create or update the year's snapshot to prefill it from today's portfolio.

2. 2

   For tables covering several years, use Upload history (a sample CSV is available).

Optionally you can break it down into stocks, BTC, cash and tax refund. Uploading history doesn't change holdings or Activity.

These reports summarise your own Activity. They're not tax advice and not a buy or sell signal.