Holding's contribution to total return?

English Reports
1

Hello -

is there a way to see return contribution of individual assets / taxonomy group to total return of account and overall portfolio? I.e. daily Weight * RoR chain-linked together? Also, beginning/average/ending weights would be helpful too.

Thanks!

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2

Hi there,

I also like the idea of seeing which position contributed most to my portfolio’s overall return.

Wouldn’t it be possible to use the tree map diagram in order to show that?

Sorted by contribution, possibly filtered/ grouped by industry/ sector