This has been asked a couple times but I guess I’ll add so that hopefully we would have annoyed T212 enough that they’ll do it. Can we please get a YTD button for the portfolio and instruments? Can the portfolio returns be calculated based on the filter and not be all time returns all the time? W…

Welcome to the Community, @GaetyInvests :wave: That does sound like a useful feature, so I’ll forward your feedback to the team, and let you know if there are any updates.

[image] GaetyInvests: Can we please get a YTD button for the portfolio and instruments? Or if instead of a YTD button, there was a “custom date” button, so someone could look at gains/losses year to date or tax year or something else?

How long do you think it would take to get a money weighted return chart? a YTD chart and graphs showing each year and the real return with buys and sells and added money taken into account, right now this is not taken into account.

As a resident of Bahrain, I’ve found Trading 212 to be an exceptional app for my investing needs. With no commissions and only a 0.7% card deposit fee, it stands out as my top choice! Its user-friendly interface and visually appealing design make investing a pleasure. However, there’s a significant…

i legit just posted this same thing and on the forums in the app when i mention it everyone wants the features

Yes, definitely some way to get more granular performance data would be very useful. I’ve transferred across from Freetrade and generally liking the platform here much now. However they did offer good views of your performance over time. Like any stock I want to know how my portfolio has done over …

With the recently updated app and design, it might be the perfect time to add the YTD return. Thanks! :wink:

Since ‘user defined date’ would give maximum flexibility. :slight_smile:

Finally! A very requested feature, and for sure an useful one. I think it would be interesting that, at least in the YTD chart, you could see the percentage of your YTD unrealised results too (just “simple” return), not only the rate of return. So you can compare your %YTD return to any other inst…

YTD Button and portfolio return

💡 Feature suggestions & ideas

Veselin.V January 26, 2026, 12:22pm 10

Sharing this here in case anyone missed the update. As confirmed in this thread, the Year-to-Date (YTD) chart option is being gradually rolled out and is expected to be available to everyone by the end of this week.

Topic		Replies	Views
Returns Graph instead of Portfolio graph 💡 Feature suggestions & ideas	43	4543	May 29, 2026
Daily, weekly, monthly returns etc 💡 Feature suggestions & ideas	3	1190	December 22, 2020
Monthly and Daily Returns 💡 Feature suggestions & ideas	8	1155	May 10, 2024
Add Time Weighted & Money Weighted Returns to the Portfolio 💡 Feature suggestions & ideas	2	945	May 27, 2021
Checking yearly/quarterly/monthly gains/loses 💡 Feature suggestions & ideas	6	478	January 22, 2022

YTD Button and portfolio return

Related topics