|
Creating individual ratios
|
|
1
|
185
|
February 3, 2024
|
|
Spikes in historical graph
|
|
7
|
299
|
February 2, 2024
|
|
Create transactions to calculate IRR
|
|
1
|
198
|
January 31, 2024
|
|
Simplified report with value of certain securities and accounts only
|
|
6
|
221
|
January 19, 2024
|
|
Increase backtracking period beyond 3 years
|
|
2
|
169
|
January 19, 2024
|
|
Performance with fees is higher than without fees
|
|
2
|
168
|
January 19, 2024
|
|
Performance graph with/without fees
|
|
1
|
290
|
January 13, 2024
|
|
Daily return performance of the portfolio
|
|
4
|
267
|
January 10, 2024
|
|
Absolute Performance calculation – EUR
|
|
5
|
352
|
December 17, 2023
|
|
Availability of portfolio metrics as dashboard widgets
|
|
2
|
523
|
December 12, 2023
|
|
Share/Crypto growth over time
|
|
1
|
344
|
December 1, 2023
|
|
Strange ‘absolute performance’ and IRR figures
|
|
4
|
359
|
November 19, 2023
|
|
Reporting period based on purchase date
|
|
0
|
185
|
October 21, 2023
|
|
Annualized return column
|
|
0
|
231
|
September 24, 2023
|
|
Dividend yield of stocks different from base currency
|
|
2
|
423
|
September 24, 2023
|
|
Adding a field for Stop Loss and Calculating Portfolio level risk on Performance Dashboard
|
|
0
|
328
|
September 14, 2023
|
|
Add benchmark to the Performance section
|
|
8
|
1398
|
September 1, 2023
|
|
Chart analyses in Stock graph, like RSI or MACD or others
|
|
4
|
952
|
August 17, 2023
|
|
Add % on sub total and total in Statement of assets
|
|
3
|
313
|
August 5, 2023
|
|
“Invested Capital” and “Delta” separately for each account
|
|
1
|
326
|
July 19, 2023
|
|
Composite graph of multiple securities
|
|
3
|
558
|
July 1, 2023
|
|
Initial Value is calculated differently
|
|
9
|
389
|
June 27, 2023
|
|
Calculation of Returns and differences between them
|
|
4
|
470
|
June 17, 2023
|
|
Split currency effect from mark-to-market in performance metrics on dashboard
|
|
3
|
286
|
June 13, 2023
|
|
Aggreggated Taxonomies in Performance Dashboard
|
|
0
|
301
|
June 12, 2023
|
|
How can I create a custom calculation?
|
|
3
|
694
|
June 4, 2023
|
|
Incorrect conversion in reports
|
|
4
|
315
|
May 29, 2023
|
|
Name of position on pie chart in dashboard
|
|
1
|
242
|
May 12, 2023
|
|
What is the difference if performance is calculated over security account or custom taxonomy?
|
|
10
|
840
|
May 5, 2023
|
|
Overview or summary of all portfolios
|
|
3
|
426
|
April 16, 2023
|