I am a new user to portfolio performance and after adding all my transactions, now I want to set-up reporting. However, I do not understand how some of the metrics and how they are calculated. I was wondering if there is a knowledge page available describing all the metrics and calculations used within portfolio performance.
Just a few examples:
invested capital - I added this to my dashboard with time range YTD, but it does not reflect my current portfolio value, even more so it deviaties quite significantly
absolute change - Is this only the change due to realized gains or are extra deposits in my included?
capital growth within the performance overview, capital growth is mentioned. Is this realized gains only OR unrealized gains of current positions as well?
neutral transferwithin the performance overview, neutral transfers is mentioned. Is this all cash deposits into my account?
Hope anyone can clarify a bit more on the above metrics or point me towards a page where I can learn more.