Analysis: Holdings performance

Displays performance by portfolio assets in the form of an interactive bar chart. Allows for a quick assessment of which assets showed the best and worst dynamics.

Display modes:

• All – all portfolio assets are displayed.
• Gainers – only assets with positive returns for the entire lifetime of the portfolio.
• Losers – only assets with negative returns for the entire lifetime of the portfolio.
• Dividends – only assets that have generated dividend income over the entire lifetime of the portfolio.

The bar chart is sorted in descending order of return (based on the selected mode). Each row represents a single asset.

Display controls:

• Display sold – toggle that enables/disables the display of closed (sold) assets. Enabled by default.
• Value – allows switching the display of values between:
  • Absolute – absolute profit/loss values (in portfolio currency).
  • Percentage – relative values (as a percentage of the invested amount).

On hover over an asset, key metrics are shown:

• Total gain % – relative profit on the position compared to the invested amount.
• Total gain – total profit on the position in the portfolio currency.
• Total value – current value of the position in the portfolio currency (Value).

Note:

All calculations and data are synchronized with the Holdings page table.