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Thanks from me too, Phil - v useful. One question on the compensation scheme that I have is -as I hope! - its eligibility for execution-only investment actitivies. I've never heard anyone make a distinction when it's been discussed on forums etc, but digging further now the relevant page talk extensively about a firm having given 'advice' etc - see eg. a separate note,…

Just a typo I think HM2 - I read as you do and went back to double-check after Graham's note above.

Not sure of the technicalities around the FIFO calc, but CG is on a average cost basis in PS

I grappled with how best to track my portfolio for years. I started by building my own excel spreadsheet so that I could customise it as I needed. Initially I was pleased with the result but following further refinement and a desire to track additional data, it became so complex and frankly a little too unwieldy. As I was looking for an alternative solution, I…

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