If you are someone who deposits regularly and didn’t start with a fixed amount of capital, this is a necessity to track real performance. As the simple rate of return is not sophisticated enough, nor does it reflect how well you’ve performed vs other alternatives. I manage to do this myself extern…

Add Time Weighted & Money Weighted Returns to the Portfolio

B.E Split this topic May 27, 2021, 11:29am 2

A post was merged into an existing topic: Returns Graph instead of Portfolio graph

Topic		Replies	Views
Returns Graph instead of Portfolio graph 💡 Feature suggestions & ideas	41	4392	August 13, 2025
Overall Portfolio Return Metric 💡 Feature suggestions & ideas	1	409	September 17, 2020
Time-Weighted Return / Real-Rate of Return 💡 Feature suggestions & ideas	7	1038	October 17, 2024
YTD Button and portfolio return 💡 Feature suggestions & ideas	8	523	January 18, 2025
Portfolio graph should resemble your actual performance 💡 Feature suggestions & ideas	37	1525	October 27, 2023