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Include options positions in the Portfolio Growth value-over-time chart

Under Review
Submitted Jun 09, 2026 by Allinvestview

The Portfolio Growth chart on the dashboard plots the daily value of a user's stock and ETF holdings over time (backed by the daily portfolio value snapshot, which is equity-only). For accounts whose activity is mostly or entirely options, the line sits flat because options positions are not included in that value series, even though the platform tracks the options trades, current open positions, and their profit and loss elsewhere.

Requested:
- Incorporate options positions into the daily value-over-time series so an options-focused account sees a meaningful curve rather than a flat line.
- Ideally a running options P&L curve over time (realized plus open mark to market), either folded into the Portfolio Growth line or available as a dedicated options value/P&L-over-time chart.

2 votes

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