You can specify advisory fees to be applied during simulation, so that the performance is shown net of fees.
To specify the fees, select Performance view, then click on the button next to Advisor fee.
The fees are calculated according to these rules:
- you specify an annual percentage
- a quarterly fee is collected from the account. The actual fee is the annual percentage you specified, divided by 4 and multiplied by the portfolio value at the end of the quarter.
- if the quarter is incomplete, a prorata is applied based on the number of days.
Details of fees
You may display the list of fees in the Log view.