An expat family investments

John and Marie are not experienced investors. On January 2016 John with approval of his wife, Marie, started to invest into Facebook stocks:

First investment of the expat family

John bought just 15 stocks with price $112 per share. He spent $1699.95. This amount includes the service fee.

After this first operation, John and Marie decided to continue investing, and they bought other stocks:

  • 10 Google shares:

Google shares

  • 15 Amazon shares, but this time they bought these stocks using BNP Paribas bank services:

Amazon shares

So, John and Marie:

  • spent 7794.38 EUR - this amount was taken from their French account, including all service fees

  • bought 15 shares with price $574.27.

See more details how to add a transaction with different currencies in Create a Buy transaction.

On the 1st of June 2016

When the family started to use MoneyBench application, their investment portfolio was:

An expat family start investments

On the top, there are two pie charts:

  • The chart Value shows the real market value of the securities on the current date (here, the date is the 1st of June 2016),

  • The chart Cost shows the spending per security types, that were bought.

All pie charts are interactive, so it is possible to see amounts for every pie chart item.

On the bottom, there are is the table with all securities.

Another view of the investment portfolio:

An expat family start investment portfolio

They had to sell some stocks in September 2016 because they needed money to pay their loans. But when their financial conditions improved, they bought another bunch of shares.

On the 1st of January 2017

The family's investment portfolio was:

  • Gain/Loss pie charts:

An expat family Gain / Loss

All pie charts are interactive, so it is possible to see amounts for every pie chart item.

  • Gain/Loss historical charts:

An expat family Gain / Loss history

  • Value/Cost pie charts:

An expat family Value / Cost

  • Value/Cost historical charts:

An expat family Value / Cost history

On the 1st of January 2018

During 2017 John and Marie continued their investment endeavors, and on the 1st of January 2018, their investment portfolio became:

  • Gain/Loss pie charts:

An expat family Gain / Loss

So, there is no Loss for that investment portfolio.

  • Gain/Loss historical charts:

An expat family Gain / Loss history

  • Value/Cost pie charts:

An expat family Value / Cost

  • Value/Cost historical charts:

An expat family Value / Cost history

Olga Slipchenko