Unrealized profit and Annualized return in widget options

English
1

Hi,

is it possible to add the unrealized profit/loss in the Performance report ? At this time, I see the possibility to add only realized profit/loss (namely trades profit/loss)

Moreover, I’m interested if you can add the annualized total return value (see formula here : https://www.investopedia.com/terms/a/annualized-total-return.asp).

Again, thanks for this great tool) !
Alex

2

Internal Rate of Return (IRR) values are always annualized in PP, whereas True Time-Weighted Rate of Return (TTWROR) values are never annualized. That can’t currently be configured.

Not sure about your first question. Where exactly do you want to see the unrealized return?

3

Thank you Chirlu. I didn’t know that the IRR was annualized. I will use it now.

Regarding the „unrealized profit/loss“, I would like to have it as a widget option in „Trades sub items“ to be able to display this value in the „Performance“ report. Do you see now ?