Is there a way to view the performance of individual contributions to a holding over multiple years ?. For example if i bought 100 shares in 2020 at a price of $10 and then topped up the same holding in 2021 with a further 200 shares at $12; how do i view the performance of the shares bought in 2021 alone ?
I think you can click on any holding in “Overview”, and view what you paid for any group of shares if you scroll down to the table of holdings. I am not sure about how you separate out any dividends paid. I have not yet received any dividends on my current holdings in Sharesight.
The issue is when viewing your holding, if you have added to it over a number of years at irregular intervals, you only see the overall return on the total holding.