I had a deposit account with 9000 euro which I invested around 7000 of. Now that my account has grown by 1700 euros to 10700. It says that my performance % is only around 19% (1700/9000x100). So it shows as if I barely beat the S&P 500. Actually I want it to calculate the percentage by doing 1700/7000x100 to only account for the money ive actually invested. This would results in a much bigger percentage of around 24% where i would do much better than the S&P 500. Does anyone know how I can change this so it does calculate it in the way i want?
Hello, yes it is possible. You can plot individual account, and if you want to plot combination of accounts (ex: all of them except your cash accounts) you can do it this way :
And that’s exactly right, isn’t it?