Calculating Total Cost

The 'Total Cost' insight in the WealthBee dashboard represents the sum of all fees and commissions applied to each transaction within the selected timeframe.

How to Display 'Total Cost':

1. Go to the WealthBee dashboard.

2. Locate the available insights panel (top right).

3. Search for the insight titled Total Costs.

4. Add the Total Costs insight to your dashboard.

5. The displayed figure will reflect the total of all fees and commissions for the selected timeframe.

Notes:

• The Total Costs insight aggregates fees and commissions together.

• The Costs column on the positions page provides a breakdown by transaction and can be used to verify the total amount.