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[BUG] Dividend fees affect performance, but dividends don't #3233

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sander85 opened this issue Apr 2, 2024 · 2 comments
Open

[BUG] Dividend fees affect performance, but dividends don't #3233

sander85 opened this issue Apr 2, 2024 · 2 comments

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@sander85
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sander85 commented Apr 2, 2024

Bug Description

When dividend is added with its fees (taxes) the performance of the holding goes down and fees are calculated into change. But dividend itself isn't. This way the holding looks a lot worse than it actually is.

To Reproduce

  1. Add buying activity for stock
  2. Check performance
  3. Add dividend activity
  4. With each new dividend the performance goes worse.

Expected behavior

Dividend fees should not affect performance if dividend itself doesn't.

Environment

  • Ghostfolio Version 2.67.0
  • Self-hosted
  • Experimental Features disabled
@dtslvr
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dtslvr commented Apr 2, 2024

Hi @sander85

Thank you for the report. Can you please attach a minimal export file to reproduce this scenario?

@sander85
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sander85 commented Apr 24, 2024

ghostfolio-export-202404250130.json
The change before adding dividends were over 690€ and performance of the profile/holding over 200%. It fell to 196,42%.

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