Using the Widgets on the Performance Dashboard

Using the Widgets on the Performance Dashboard

The word widget needs no translation between English and German but it’s hard to access the documentation. Everything on the Performance dashboard is a widget and they are amazingly configurable:

You can find the widgets with a Right-click on the label, eg True Time-Weighted Rate of Return (cumulative). The top line near the cog icon to further customise and save dashboard views.

The best way is to add a new dashboard view then navigate through the menus adding widgets and find what works for you.

Please help keeping this tutorial up to date by editing it.

@Thomas Do you know how to retrieve the image for this page?

Original address
https://www.portfolio-performance.info/en/images/screenshot1.png

Correction
https://www.portfolio-performance.info/en/images/screenshot_desktop1.png