Hello,

The 'Stock portfolio' widget shows 7 columns: Unit, Quantity, Purchase amount (what one has paid for the shares), Initial amount (the value of the current quantity of shares at the price of the purchase time), Current value, Variation and Variation percentage.

My 'issue' is with the Purchase amount and Initial amount and their impact on the Variation.

I don't really understand why both are shown and in the way they are shown, and how the Variation is calculated. Two use cases where the information is inconsistent in the opposite way:

1. I am working for a company that gives me the opportunity of buying shares at a discount price. The Purchase amount is lower than the Initial amount, the former is taking into account the discount, the later isn't. The Variation is calculated using the Initial amount, so it is not showing my actual current profit.

2. I have an unit linked insurance plan (yeah, I know, bad idea, but it is fixed-term and I have to wait one more year to go out of it ) for which I make a yearly contribution and the instalments of the insurance are paid by selling enough shares to cover the cost. So, the Purchase amount is much higher than the Initial amount, because it is calculating the total amount I paid for the total amount of shares I purchased, not deducting the ones I sold to pay for the insurance. The Initial amount on the other hand is (I guess) right, because it is taking into account the price of the shares at the time of the purchase but only the number of shares I currently have.

So, I don't really know the profit I am making for each case, and for the oposite reason in these two cases.

What I think it should show (and I assume I can be completely wrong)?
- Purchase amount as the total amount paid for the share one currently has. How is this calculated when there are multiple purchases and sales? Either assuming a FIFO scheme or letting us configuring it. FIFO is the most common method tax-wise, assuming one is selling the 'older' shares, but it could be configurable.

- Variation, calculated as the current value of the owned shares minus the Purchase amount.

- Could be interesting maybe having two different values: Variation as the Current amount minus Initial value and Profit as the Current amount minus Purchase amount. This way one can see both the actual variation on the valuation of the portfolio and the actual profit.

I do not know if this is doable, but I think it would improve a lot the understanding of the Stock Portfolio.

Thanks, as always, for this fantastic tool.

//Jesus M