Performance chart data limited to 8 years

English
1

Hello,

For some reason, the performance chart is limited to show 8 years of past data only though I have 25 years of historical data available. I was using the security as a benchmark.

The issue observed only in performance chart. Historical chart provides the data as expected. Through drop down i have selected 10Y, 15Y, 20Y range in performance chart, data remains same.

Could be my setup issue as no one reported here. Any help would be appreciated.

Thanks.

2

What is the date range conditions at the top right of the performance chart? Screenshots are helpful to see what you’re seeing at your screen. A
Assuming per day could be heavy…

3

No, it is not your setup. Just a little trick

Bildschirmfoto_2025-03-14_16-31-16
Bildschirmfoto_2025-03-14_16-31-161626×914 63.5 KB

1 Like
4

I have select different periods (daily, weekly, yearly) for the selected data range.

  1. I have added screenshot of security historical price (data available from 2012 onwards).
  2. Performance chart selected with 20Y range and yearly period (chart display available from 2018 onwards).

As you can see 2012 - 2018 data is not plotted in performance chart.

SecurityHistoricalPrice
SecurityHistoricalPrice1729×916 47 KB

PerformanceChart
PerformanceChart1911×730 79.3 KB

5

Thank you for the trick. It is working and surprised me.

For benchmark, we don’t need to have a transaction in the security. Adding a dummy transaction fixed the performance chart (benchmark).

Now performance chart shows the data from dummy transaction date (2014 onward).

Performance-Chart-with-workaround
Performance-Chart-with-workaround1728×737 46.7 KB

This can be an workaround till this get fixed.

@chirlu As it is not a setup issue, Can we get this fixed?

6

I don’t know why you tagged me. But as this is intentional (benchmarks don’t start before the real portfolio), there is nothing to be fixed.

7

Got it. Thanks.

I thought this is some bug so tagged you for your attention.