Add % on sub total and total in Statement of assets

English Reports
1

Hi; I am new to Portfolio Performance. Thanks for the great work. I haven’t been able to figure out a way to get a performance % calculation for subtotal of assets and total. It would be great to have it in the statement of assets and “Securities account” view. I know it is somewhat available in the dasboard view, but it isn’t “viewing friendly” if I may say. I am attaching a screenview of how my reporting looks like and where the % would ideally be. Thanks again to the developers of this great app

Screenshot 2023-08-04 182912
Screenshot 2023-08-04 1829121920×1280 264 KB

Portfolio Perf wish list change.pdf (749.5 KB)

2

That will never happen for an absolute performance, because it makes no sense to sum it up. That is no valid indicator.

3

On relative return or to compare it with a benchmark, this can be helpful. Seeing your day gain / loss %, weekly and so on is helpful to me.

4

Such a function has been requested from time to time. However, the argument against it was that it is extremely difficult to calculate accurate historical values, especially when split taxonomies and/or different currencies have to be considered.

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