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If you create a pdf of let’s say 2021.. then

all chsb yield is totalled and displayed as a chf value with dec31 price. Or is the yielded amount an average from the year? If the latter would be good if that price was displayed. I’m assuming it just used price end of dec31st.

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I really cant tell tbh... it would certainly be good to have some clarity on this.

for a statement from dec 31 2020 till dec 31 2021 : - The end balances are calculated in the selected currency with the price of dec 31 2021 - The income are calculated in the selected currency with the prices of each income during the whole period

studio- Автор вопроса

So little upgrade they could perhaps do is to add a column with the price end of dec31st and the average price of the income.

studio
So little upgrade they could perhaps do is to add ...

You can ask that here : https://roadmap.swissborg.com/tabs/15-community-requests

studio
So little upgrade they could perhaps do is to add ...

For now you can easily do this yourself within excel. Create an additional column and use a formula like =<D365>*<C1> Where D365 is the price of 31 December and C1 is the yield amount received on 1st of January for example. So: 15CHSB X 0.59EUR = 8,85EUR. The outcome will be shown in the cell where you typed the formula. Then drag it down once, make sure the next line is appropriate for the next row, select both and then drag all the way down. Average of all is also an easy formula, just google it.

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