|
Yearly excess return vs. baseline
|
|
0
|
103
|
October 22, 2021
|
|
Holdings donut chart in the performance dashboards
|
|
1
|
167
|
October 22, 2021
|
|
Enable multiselection/several pie charts in holdings report
|
|
2
|
239
|
October 4, 2021
|
|
Monthly performance-neutral transfers
|
|
7
|
350
|
September 20, 2021
|
|
USD dividends disappear in survey per account
|
|
9
|
154
|
September 19, 2021
|
|
Display PRU (unit cost price)
|
|
2
|
199
|
September 13, 2021
|
|
Holding's contribution to total return?
|
|
0
|
97
|
September 11, 2021
|
|
Annualized TTWROR
|
|
10
|
1438
|
August 23, 2021
|
|
Understanding cumulative TTWROR
|
|
2
|
218
|
August 20, 2021
|
|
Performance by Taxonomy
|
|
1
|
234
|
July 23, 2021
|
|
Table view in dashboard
|
|
2
|
379
|
July 3, 2021
|
|
Chart difference between the Securities account and Deposit+Securities
|
|
2
|
230
|
May 31, 2021
|
|
Performance by Asset Class (taxonomy)
|
|
2
|
643
|
May 18, 2021
|
|
Money-weighted rate of return vs Time-weighted rate of return
|
|
2
|
474
|
May 15, 2021
|
|
How to display the true invested money, by month?
|
|
4
|
464
|
March 27, 2021
|
|
Statement of assets – subtotal for securities
|
|
1
|
239
|
March 23, 2021
|
|
Seeing performance for individual accounts
|
|
4
|
350
|
January 16, 2021
|
|
TTWROR incorrect percentage
|
|
13
|
1779
|
December 22, 2020
|
|
IRR/TTWROR calculation in PP vs. Excel
|
|
4
|
1212
|
August 22, 2020
|
|
Huge spike in Statement of Assets Chart
|
|
2
|
303
|
June 22, 2020
|
|
Different time period per chart
|
|
2
|
324
|
May 20, 2020
|
|
Export and import dashboards (Reports > Performance)
|
|
1
|
483
|
April 14, 2020
|