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:
And on cursor over each month, you get the actual percentage.
This would be sooooo helpful!!!
Thank you!