Seeing performance for individual accounts


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?


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

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under Return / Vola too

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

2 Beiträge wurden in ein neues Thema verschoben: „Division undefined“ when adding account in return/volatility