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Reporting and Tax
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Reporting and Tax
Why is there a conflict between my Absolute Return and Return in Percentage?
How do I obtain a breakdown of transactions not booked?
Why can't I see my closed positions in my Portfolio / Positions?
Does Totality offer tax relief on bond coupon payments?
How can I get a tax reclaim when investing internationally?
What is total profit and loss (P/L)?
What is a day profit and loss?
How do I calculate profit and loss (P/L), mark-to-market method?
How do I calculate profit and loss (P/L), FIFO method?
How is one-day return calculated?
What are the withholding taxes for dividends?
How are percentage returns calculated in the Totality platform?
What are Cash Balance Currency Movements?
What are the Total Cash Movements?
What is included in ‘other bookings’?
What is the time-weighted rate of return?
What is ‘position bookings’ in the cash summary?
What is Net Free Equity?
What is absolute exposure?
What is cost summary?
Where can I view and download my dividend report?
Where can I find my account/portfolio reports?
How is ‘account value’ defined?
What is cash defined?