Post by littleoldlady on Jun 26, 2020 15:55:18 GMT
I am completely out of PM now, but I would like to know if I made a profit or loss, and how much. I have downloaded all transactions (not easy as you have to do it in 3 month chunks and stitch them together) but I cannot get the figures to reconcile. Can anyone see where I am going wrong? Since the platform balance is now zero total withdrawal minus total deposits should equal the profit (loss) over the life of the platform. Unfortunately these are not explicitly shown in the transactions although there are debits and credits. The profit (loss) should then equal some combination of other transactions types, which are
Total Cashback
Final Bonus
Interest
Invest
Property Sale
Refund
Rent
Return Of Capital
SM Purchase
SM Sale
Can anyone make it work on their own transactions, or at least suggest what should work?
(i can't use the alternative method of comparing deposits and withdrawals to/from my bank as I opened my PM account in Jan 2015 and can't access bank transactions that far back.)
Total Cashback
Final Bonus
Interest
Invest
Property Sale
Refund
Rent
Return Of Capital
SM Purchase
SM Sale
Can anyone make it work on their own transactions, or at least suggest what should work?
(i can't use the alternative method of comparing deposits and withdrawals to/from my bank as I opened my PM account in Jan 2015 and can't access bank transactions that far back.)
