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[SaidBitar]

I had some spread sheets for this they were tracking account capital, CAR, trades DD, all the important stuff but at the end got tired from updating in many sheets so i stopped.
maybe we can suggest to the developer some added features if they can add them it will be really helpful
like in VAMI i would like to see like in AB the open and closed returns so i can compare real life performance with backtest
account capital and daily returns that will show DD (actually it is same to point one but different display)
the return that it displays all the time is based on the initial capital but if you add or remove from it after some time then it is not correct and some other stuff

[Nick Radge]

I have asked the developer to look at doing daily equity in the VAMI calcs.

[smurfki0808]

Hi STT Users trading US equities with SelfWealth,

I am looking for suggestions on how best to reconcile US dividend payments coming from SelfWealth to the STT. I can see the cash balance in STT quickly getting out of whack with cash balance sitting in SelfWealth.

Specifically, how to best reconcile the difference between the gross dividend amount (units x div amount), versus the net dividend received (gross dividend minus 15% withholding tax minus Philip Capital charge of 1.5% – capped at max $1.50).

In STT, is the best approach to manually update each dividend amount to the net amount, after accounting for the withholding tax and fees?

Suggestions most welcome.

Thanks,

Sean

 

[Nick Radge]

Manual override is probably best option

[Author]

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