Hi,
I have recently discovered P-P and am so far most impressed with the comprehensive set of capabilities. Many thanks to the developers for their efforts ….
My primary objective for P-P is to provide a locally hosted alternative to various cloud based portfolio tracking services.
On discovering the P-P Performance Dashboard Widgets, I set about trying to replicate the portfolio summaries provided by the aforementioned cloud based services. I am however struggling to find the basic metrics required – I can only assume that I am missing something ……
The below image shows a typical summary display that I was hoping to replicate
Metrics required per Reporting Period :
Portfolio Value: Widget / SOA / Total
Capital Gain: ??
Capital Gain ( % p.a. ) Widget / SOA / TWRR Annualised
Income Return: ??
Income Return ( % p.a.) ??
Currency Return: n/a
Currency Return ( % p.a. ) n/a
Total Return: Widget / SOA / Delta
Total Return ( % p.a. ) ??
The Capital Gains and Earnings appear to be available within the Performance Calculation Widget, but I can’t see any way to use them directly.
I cannot see anywhere that portfolio wide income/dividend return appears.
If I understand correctly, TWRR includes Capital gain only and Delta includes both capital gains and Dividend earnings.
Personally, I am not too concerned with Currency gains.
Am I missing something or should I raise a feature request ?
If so, is that best done via Github or the forum ?
Thanks