{"id":676,"date":"2026-01-12T10:48:56","date_gmt":"2026-01-12T09:48:56","guid":{"rendered":"https:\/\/gold-portfolio.com\/?post_type=docs&p=676"},"modified":"2026-01-28T12:12:40","modified_gmt":"2026-01-28T11:12:40","slug":"activities-history","status":"publish","type":"docs","link":"https:\/\/gold-portfolio.com\/en\/dokumentation\/aktivitaeten-historie\/","title":{"rendered":"Activities History"},"content":{"rendered":"

<\/p>\n

The activity view shows all your transactions chronologically - perfect for an overview and documentation.<\/p>\n

Call up activities<\/h2>\n

Click in the sidebar on \u201eActivities\u201c<\/strong>.<\/p>\n

Transaction list<\/h2>\n

Every transaction shows:<\/p>\n\n\n\n\n\n\n\n\n
Date<\/strong><\/td>\nWhen the transaction took place<\/td>\n<\/tr>\n
Type<\/strong><\/td>\nBuy (green) or sell (red)<\/td>\n<\/tr>\n
Metal<\/strong><\/td>\nGold, silver, platinum, palladium<\/td>\n<\/tr>\n
Weight<\/strong><\/td>\nQuantity with unit<\/td>\n<\/tr>\n
Price<\/strong><\/td>\nTotal amount of the transaction<\/td>\n<\/tr>\n
Product<\/strong><\/td>\nIf assigned<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Filtering and sorting<\/h2>\n

Filter by period<\/h3>\n
    \n
  • Today, this week, this month<\/li>\n
  • User-defined period<\/li>\n<\/ul>\n

    Filter by metal<\/h3>\n
      \n
    • Gold transactions only<\/li>\n
    • Silver transactions only<\/li>\n
    • etc.<\/li>\n<\/ul>\n

      Filter by type<\/h3>\n
        \n
      • Purchases only<\/li>\n
      • Sales only<\/li>\n<\/ul>\n

        Sorting<\/h3>\n
          \n
        • Latest first (standard)<\/li>\n
        • Oldest first<\/li>\n
        • By amount<\/li>\n
        • By weight<\/li>\n<\/ul>\n

          Transaction details<\/h2>\n

          Click on a transaction for details:<\/p>\n

            \n
          • Complete information<\/li>\n
          • Notes<\/li>\n
          • Edit function<\/li>\n
          • Delete option<\/li>\n<\/ul>\n

            For tax purposes<\/h2>\n

            The activity list is ideal for:<\/p>\n

              \n
            • \ud83d\udccb Check speculation period<\/strong> - When was the purchase made?<\/li>\n
            • \ud83d\udcca Tax consultant documents<\/strong> - Export as CSV<\/li>\n
            • \ud83d\udcdd Documentation<\/strong> - Complete transaction history<\/li>\n<\/ul>\n
              \ud83d\udca1 Tax tip:<\/strong>
              \nIn Germany, the sale of precious metals is tax-free after a holding period of 1 year. The activity list helps you to track the speculation period.<\/div>","protected":false},"excerpt":{"rendered":"

              Die Aktivit\u00e4ten-Ansicht zeigt alle deine Transaktionen chronologisch \u2013 perfekt f\u00fcr den \u00dcberblick und die Dokumentation. Aktivit\u00e4ten aufrufen Klicke in der Sidebar auf „Aktivit\u00e4ten“. Transaktionsliste Jede Transaktion zeigt: Datum Wann die Transaktion stattfand Typ Kauf (gr\u00fcn) oder Verkauf (rot) Metall Gold, Silber, Platin, Palladium Gewicht Menge mit Einheit Preis Gesamtbetrag der Transaktion Produkt Falls zugeordnet Filtern […]<\/p>\n","protected":false},"featured_media":847,"parent":0,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"docs_category":[11],"class_list":["post-676","docs","type-docs","status-publish","has-post-thumbnail","hentry","docs_category-portfolio-verwalten","pmpro-has-access"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs\/676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/comments?post=676"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/media\/847"}],"wp:attachment":[{"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/media?parent=676"}],"wp:term":[{"taxonomy":"docs_category","embeddable":true,"href":"https:\/\/gold-portfolio.com\/en\/wp-json\/wp\/v2\/docs_category?post=676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}