Tracking Equity Portfolio on Morningstar
I am tracking my equity portfoilio using morningstar.
However, roughly once a month my platform sells of some of my holdings to pay for platform fees.
How can I log this information into morningstar in such a way that the platform fees are taken from the overall calculation of my portfolio performance.
If I simply track these shares as being liquidated morningstar logs them as cash gained and not as a cost and so the calculation of my portfolio in morningstar looks inflated.
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