Improved portfolio screen - Better return calculations (MWRR), Cash widget, and more!

[Vio]

@George

Want to see your performance for the past week, past month, or past year? Simply change your chart interval!

@George I hope this too will be soon implemented:
To check the performance for specific months, not just last month’s performance.

If it’s just last month’s performance, I only have access to this data for a limited time.

We also wish to be able to check performance for months prior to last month.

A performance interface as pictured in this post would be ideal:

Monthly & Yearly Portfolio Returns

Would it be possible to integrate monthly and yearly returns for our ISA portfolios? It would be great to look back on the year (and previous years) and see portfolio performance: if it’s appreciated or depreciated and by how much. Start off with just month by month percentages - this would more than suffice for now: October: -8% November: +2% December: +3% Year to Date: +10% Take eToro’s example: [image] And on cursor over each month, you get the actual percentage. This would be sooo…

Or at the very least, provide a selection screen with the year and month, so we can quickly see performance for year 2024 - month March (for example).

Thanks, George!