|
Composite graph of multiple securities
|
|
3
|
546
|
July 1, 2023
|
|
Initial Value is calculated differently
|
|
9
|
363
|
June 27, 2023
|
|
Calculation of Returns and differences between them
|
|
4
|
454
|
June 17, 2023
|
|
Split currency effect from mark-to-market in performance metrics on dashboard
|
|
3
|
268
|
June 13, 2023
|
|
Aggreggated Taxonomies in Performance Dashboard
|
|
0
|
296
|
June 12, 2023
|
|
How can I create a custom calculation?
|
|
3
|
672
|
June 4, 2023
|
|
Incorrect conversion in reports
|
|
4
|
308
|
May 29, 2023
|
|
Name of position on pie chart in dashboard
|
|
1
|
230
|
May 12, 2023
|
|
What is the difference if performance is calculated over security account or custom taxonomy?
|
|
10
|
827
|
May 5, 2023
|
|
Overview or summary of all portfolios
|
|
3
|
409
|
April 16, 2023
|
|
Unrealised capital gains month by month
|
|
5
|
359
|
April 6, 2023
|
|
Capital gains in performance chart
|
|
0
|
317
|
April 4, 2023
|
|
Graphs of investment and performance
|
|
10
|
1720
|
March 21, 2023
|
|
Wrong TTWOR for past years
|
|
8
|
589
|
March 9, 2023
|
|
True time-weighted rate of return (cumulative)
|
|
1
|
1149
|
March 7, 2023
|
|
Accessibility of performance dashboard
|
|
12
|
689
|
February 21, 2023
|
|
Wrong purchase value after selling part of the shares
|
|
2
|
454
|
February 16, 2023
|
|
Two different results for earnings
|
|
2
|
306
|
February 7, 2023
|
|
Performance of multiple accounts does not add up
|
|
6
|
573
|
January 27, 2023
|
|
Wrong purchase values in Reports › Performance › Securities
|
|
2
|
403
|
January 25, 2023
|
|
Daily change is zero when the US stock exchanges are closed
|
|
12
|
512
|
January 24, 2023
|
|
Spike in Statement of Assets chart
|
|
10
|
470
|
January 23, 2023
|
|
Performance of new Investments made
|
|
0
|
242
|
January 21, 2023
|
|
Movements in Statement of Assets over a certain time period
|
|
0
|
225
|
January 21, 2023
|
|
Enter dividends in Year 2
|
|
8
|
376
|
January 15, 2023
|
|
Difference between initial and final value
|
|
3
|
315
|
January 13, 2023
|
|
IRR is zero
|
|
19
|
510
|
January 11, 2023
|
|
Incorrect holding period of trades
|
|
5
|
242
|
January 4, 2023
|
|
How to create chart on dashboard?
|
|
2
|
863
|
December 30, 2022
|
|
How to understand if the performance of a portfolio is good?
|
|
0
|
323
|
December 29, 2022
|