Hi I am just trying to work out my profits on shares. I notice that even though the figures are exactly the same on Sharesight and Selfwealth the profit (capital gain) is varying by as much as 3% on an individual stock. Why would this be? The holdings are the same the exact figure of what it is worth on both sights is in line today, so I don’t understand. Has selfwealth taken into consideration the brokerage fee and sharesight hasn’t? Does sharesight take that into account? Is it not that at all and something entirely different?
Should they be the same?
thanks
Hi @Jane are you able to reach out to support so we can investigate it? There could be many reasons from annualisation/total return, simple/compound calculation method, cost base adjustment i.e AMIT (if you own ETFs), to different sales allocation method (if you have multiple buys and partial sell), etc.