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About the Reports category
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0
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56
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October 24, 2024
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Sharpe ratio widget mixes an annualized return with a period-scaled volatility
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2
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71
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August 25, 2026
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Taxonomy issue on mobile app
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3
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81
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August 21, 2026
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Formatting 'Earnings'
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42
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218
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August 4, 2026
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Weekly/Monthly aggregation for the "Statement of Assets" Chart
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1
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70
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August 2, 2026
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Why does TTWROR p.a. change with change in period
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1
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86
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August 2, 2026
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Find holdings of a security
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1
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61
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July 30, 2026
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Stop-Loss signal feature suggestion (if not there yet)
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9
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109
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July 27, 2026
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Using AI to analyze a Portfolio Performance XML file — has anyone else tried this?
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11
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884
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July 26, 2026
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Profit / loss column lost
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1
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61
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July 17, 2026
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Pie chart of the portfolio + zoomed-in variants.
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1
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80
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July 10, 2026
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Bestand" in Bericht "Performance → Wertpapiere" bei Leerverkauf-Optionen falsch (offen: 0 statt negativ, geschlossen: >0 statt 0)
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0
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53
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July 8, 2026
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Multi-Currency Aggregation in Taxonomy Charts
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4
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182
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July 8, 2026
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Analysing Portfolio - Security Account Report - 6 month performance by account
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3
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141
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July 1, 2026
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Dashboard not showing data (chart, transactions, trades...) despite showing trades in "Trading Activity" widget
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1
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61
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June 28, 2026
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Aktiensplit Lam Research
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2
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119
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June 21, 2026
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Group titles across portfolio
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2
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84
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June 18, 2026
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Closed Trades, # Transactions details output to file?
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1
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55
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June 10, 2026
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Multiple portfolio stakeholders
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7
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230
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June 6, 2026
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Configure risk free return for Sharpe Ratio
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4
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500
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June 4, 2026
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Performance report with and without tax gains
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0
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59
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June 3, 2026
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200 weekMA for charts
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1
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68
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May 29, 2026
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Changable dashboard widgets titels (iOS)
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4
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156
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May 6, 2026
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Calculation on performance year end based on cotation insted on buying price
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1
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107
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May 3, 2026
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How is my IRR and TWOR calculated if I choose a data series in the performance?
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1
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119
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April 24, 2026
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Custom exchange rates recorded as security-based exchange rate provider: How to use?
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0
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40
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April 9, 2026
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Problem with wrong price calculation
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4
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107
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March 13, 2026
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Wrong value in dasboard / Correct in Historical Data
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6
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75
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March 12, 2026
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Ability to select multiple securities and have them display in one chart
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11
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374
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March 3, 2026
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Vanguard return calculation
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4
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153
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March 1, 2026
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