As suggested, I think it would be pretty interesting to add the metric of absolute gains or losses in the performance chart (in EUR, not in %). We could therefore see the evolution of our PnL over time (regardless of the invested amount). In fact, it would suffice to subtract, in the graph of the statement of assets, the evolution of the associated account minus its transfers.
Sorry I will make a screenshoot to make it more clear.
Below you can see the performance of 2 different portfolios. It would be very interesting to have the possibility to “merge” these 2 portfolios to see the performance of the merging of these 2 portfolios. We will then have only 1 curve on the chart.
But still the add of the metric of absolute gains or losses in the performance chart is very interesting (gains or losses in EUR, not in %)
Actually the “delta” in the statement-of-assets chart is calculated on all the portfolios. We can’t have it for each portfolio as we do for TTWROR in the performance chart. Or maybe I’m missing something ?
No, graphing the delta for anything else than the entire portfolio is currently not possible. You can, however, show the current amount (but not a graph) on the dashboard, by adding a delta widget and assigning it the relevant data series.
Is there any news on this feature to see the evolution of the PnL of our different accounts in graph ? Or at least the evolution of the cash invested in each account ?
I’ve seen the new feature of “Invested Capital” in performance report.