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graph of overall portfolio performance

Under Review
Submitted Mar 05, 2026 by wngankee

It would be very useful to show on the dashboard a graphical display of overall portfolio value over time. I cannot see how to find this - it should be an essential feature please

5 votes

Discussion (2 comments)

  • ralv
    Allinvestview
    Mar 05, 2026 09:14

    Hi! You can find this in the Dashboard, inside "Insights" tab. If you would like something else, please let us know!

  • JamesXIII
    Jun 30, 2026 01:34

    While the insights tab shows the portfolio value (of stocks) over time it does not factor in cash actions (as far as I can tell at this time.) I am manually loading the option trades for the past and the graph doesnt change at all as I enter the data. For example I am recording sales of options which generate income and the graph does not move. If you hover over the graph in the today position, it shows the portfolio value of stocks only not the cash balance. (It may factor in other types such as bonds, I just dont have any of them.)

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