YTD Performance Metric Addition

💡 Feature suggestions & ideas
1

Hi Team,

I’d like to request adding a Year-to-Date (YTD) performance metric for portfolios and individual holdings.

YTD is one of the most commonly used investment metrics and provides immediate context for how investments are performing in the current calendar year. It aligns with how investors track markets, compare benchmarks, plan taxes, and make rebalancing decisions.

Its absence is noticeable, and adding it would be a high-value, low-complexity improvement that significantly enhances usability and decision-making.

Thanks for considering , this would be a very meaningful addition.

3 Likes
2

Thank you for the feedback, @EJLoki :folded_hands:

This has been brought to our attention a few times, and we’ve passed the suggestions on to the team. If we hear anything further, we’ll let you know.

3

Thank you, please do as this is quite an important metric and there are other brokerages that provide this. T212 is my favourite option and want to make sure you guys continue to push ahead as the best provider.