On the ISA would it be possible to have the graph be interchangeable between the invested growth returns and deposited growth returns?
It is great seeing the profits of current investments, but having pulled out of 2 previous positions to reinvest means that the %-return on my capital to date is higher than just what the invested return displays.
I absolutely agree with you. Tracking profits of current investments works very well if you buy and hold long term. However, if you make frequent trades tracking returns of current investments will not reflect your overall performance, because this metric won’t account for the results of previously closed positions.
We plan to implement an option to switch between tracking currently invested returns and overall returns. We will even include different return calculation methods (for instance Time-weighted Rate of Return, Money-weighted Rate of return, and more).
Please can options be added for how the portfolio chart is displayed. The current option is skewed by sales and purchases and isn’t intuitive to see actual performance. I’d suggest money weighted rate of return. Please at least the option to plot the return rather than the value so that sales and purchases don’t skew the graph.
As a user forum, I think* it’s a good way for users to show 212 the most important features users would like to see added. There is no guarantee they will do this? However with enough volume should help show them what users like ourselves would like to see in the future. What you are asking is currently 4th in the list with 23% of the vote - “Portfolio Data - Performance - Time weighted Rate of a return at pie/portfolio level vs chosen benchmark”, out of 112 voters. If we can increase the voters, perhaps it might get more attention?