|
Performance graph with/without fees
|
|
1
|
218
|
January 13, 2024
|
|
Daily return performance of the portfolio
|
|
4
|
149
|
January 10, 2024
|
|
Absolute Performance calculation – EUR
|
|
5
|
290
|
December 17, 2023
|
|
Availability of portfolio metrics as dashboard widgets
|
|
2
|
398
|
December 12, 2023
|
|
Share/Crypto growth over time
|
|
1
|
258
|
December 1, 2023
|
|
Strange ‘absolute performance’ and IRR figures
|
|
4
|
236
|
November 19, 2023
|
|
Reporting period based on purchase date
|
|
0
|
133
|
October 21, 2023
|
|
Annualized return column
|
|
0
|
191
|
September 24, 2023
|
|
Dividend yield of stocks different from base currency
|
|
2
|
306
|
September 24, 2023
|
|
Change on previous day in Statement of Assets
|
|
0
|
145
|
September 20, 2023
|
|
Adding a field for Stop Loss and Calculating Portfolio level risk on Performance Dashboard
|
|
0
|
235
|
September 14, 2023
|
|
Add benchmark to the Performance section
|
|
8
|
667
|
September 1, 2023
|
|
Chart analyses in Stock graph, like RSI or MACD or others
|
|
4
|
726
|
August 17, 2023
|
|
Add % on sub total and total in Statement of assets
|
|
3
|
243
|
August 5, 2023
|
|
“Invested Capital” and “Delta” separately for each account
|
|
1
|
249
|
July 19, 2023
|
|
Composite graph of multiple securities
|
|
3
|
495
|
July 1, 2023
|
|
Initial Value is calculated differently
|
|
9
|
261
|
June 27, 2023
|
|
Calculation of Returns and differences between them
|
|
4
|
323
|
June 17, 2023
|
|
Split currency effect from mark-to-market in performance metrics on dashboard
|
|
3
|
211
|
June 13, 2023
|
|
Aggreggated Taxonomies in Performance Dashboard
|
|
0
|
248
|
June 12, 2023
|
|
How can I create a custom calculation?
|
|
3
|
410
|
June 4, 2023
|
|
Incorrect conversion in reports
|
|
4
|
239
|
May 29, 2023
|
|
No Forex purchase price in Securities page
|
|
4
|
302
|
May 20, 2023
|
|
Name of position on pie chart in dashboard
|
|
1
|
183
|
May 12, 2023
|
|
What is the difference if performance is calculated over security account or custom taxonomy?
|
|
10
|
661
|
May 5, 2023
|
|
Overview or summary of all portfolios
|
|
3
|
317
|
April 16, 2023
|
|
Unrealised capital gains month by month
|
|
5
|
304
|
April 6, 2023
|
|
Capital gains in performance chart
|
|
0
|
269
|
April 4, 2023
|
|
Graphs of investment and performance
|
|
10
|
979
|
March 21, 2023
|
|
Wrong TTWOR for past years
|
|
8
|
419
|
March 9, 2023
|