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About the Reports category
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0
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37
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October 24, 2024
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Inaccurate performance for deposit accounts with interest payment
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10
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239
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November 15, 2025
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Request - Current Drawdown Duration metric
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7
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117
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November 13, 2025
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Wrong Heatmap Values for Monthly Excess Returns (Baseline)
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2
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64
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October 31, 2025
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Is it expected that Fees transaction after sale breaks TTWROR/IRR calculations?
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0
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55
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October 29, 2025
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Report with different combinations of taxonomy
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9
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290
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October 27, 2025
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Comissions and "profit charts"
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0
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53
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October 25, 2025
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Purpose of multiple tabs in Performance/Securities view
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1
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70
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October 17, 2025
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Performance Chart for a Sub-Portfolio in a Custom Report
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1
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65
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October 17, 2025
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Display security values performance after manual import
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1
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50
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October 12, 2025
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Feature suggestion: “Use instrument currency” in the “Securities” tab
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0
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46
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October 6, 2025
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Faulty Market Value Calculation for diferent currencies
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2
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69
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October 3, 2025
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Benchmark comparisons beyond first transaction
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2
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95
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September 23, 2025
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Performance des positions en monnaie
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8
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180
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September 20, 2025
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Using Monthly Data for Portfolio Analysis
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3
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81
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September 17, 2025
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How deactivate a filter
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1
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45
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August 26, 2025
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Widget: Actual vs. Target Allocation
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4
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126
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August 19, 2025
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Same stocks, more markets
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0
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63
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August 15, 2025
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Change on Previous Day (Amount / %) seems incorrect for mutual funds on Mondays
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4
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165
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August 14, 2025
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Performance chart view option to toggle between annualized to/from cumulative return
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1
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98
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August 3, 2025
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[SOLVED] Statement of assets empty
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18
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253
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July 11, 2025
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Calculation is missing some securities?
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6
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128
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July 10, 2025
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Sums don't add up correctly
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2
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72
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July 3, 2025
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[SOLVED] Performance Calculation seems to ignore date range?
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3
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74
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July 3, 2025
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Ability to select multiple securities and have them display in one chart
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10
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256
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June 23, 2025
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Show dividend reinvestment as income
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5
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922
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June 20, 2025
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Different book price in security performance
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3
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64
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May 30, 2025
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Dashboard (key/risk indicators) does not allow to select multiple accounts
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13
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306
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May 23, 2025
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Securities account in account groups
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3
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63
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May 22, 2025
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Charts are not refreshing
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4
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146
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May 21, 2025
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