Weekly/Monthly aggregation for the "Statement of Assets" Chart

English Reports
1

Hello everyone,

First of all, thank you for developing such a powerful software. I am a macOS user and I would like to suggest a usability improvement regarding the main portfolio valuation graph.

Currently, under Reports → Statement of Assets → Chart, the portfolio value (in absolute currency, e.g. EUR) is calculated and plotted strictly on a daily basis. Because of daily market volatility, this creates a pronounced “sawtooth” pattern that makes it difficult to visually track the overall long-term trend of total assets.

While the Reports → Performance → Chart section allows for weekly or monthly aggregation, it only measures performance in percentages (%), rather than absolute portfolio value in currency.

My request: Would it be possible to add an Aggregation (Daily / Weekly / Monthly) option directly to the Statement of Assets → Chart?

Allowing users to aggregate asset value by week or month (e.g., plotting end-of-week data points) would eliminate daily market noise while preserving the absolute currency valuation view.

Thank you very much for your time and continuous work on Portfolio Performance!

2

The SoA Chart you might see at the bottom page is a quote chart based on the selection above.
The SoA Ui has a function call time machine, which let you choose any day in time from today only.
So there is no time frame possible rather than a single day.

Taxonomy does what you like to see.

You can aggregate securities, so they can act as one or individually.