Seeing performance for individual accounts

English Reports
1

Hi,

After searching through the app I could not find out if there is way for me to see the performance of individual account, including the cash accounts.

I have some crowdfunding investments where for simplicity I just enter as a cash account with deposit and withdrawals that earns interest every month that corresponds to the interests and dividends I earn.

I can see the XIRR and TTWROR for securities but not for the accounts themselves. Is there a place I am not seeing for this?

Or is there a better way for me to handle these accounts? Like creating a security for this account where each share would be $1and I would reinvest the dividend every month?

Thanks!

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2

On the dashboard, each widget can be assigned its own data series.

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3

under Return / Vola too

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Bildschirmfoto_2021-01-15_12-05-551679Ă—959 86.7 KB

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4

Both options work great. This software is really awesome, thanks!

5

many thanks! I was ready to post yet another question about individual accounts performance. your comment was on point!

6

many thanks! PP is such an amazing software. so useful to know these “tricks”.