Add your portfolio – Portfolio Doctor

1. My portfolio is based in (currency)

2. Capital gains tax rate in my country is

3. My cash earns (%)

4. My Benchmark index is

5. How confident do you feel about outperforming the index?

6. Per week, how many hours do you spend in managing your portfolio?

7. My trading fees

Fixed

Variable

8. All other annual costs, e.g. ETF TER, custodian fees, account maintenance etc.

Fixed annual fee

Variable

9. Import or add your trades

Ticker

I want to enter my purchase price

Don’t want to type? Upload all trades as an Excel or CSV file.

Portfolio Doctor - Guided wizard