AIV Logo AIV Assistant

Loading...

Back to Feature Requests

Portfolio return

Planned

Would be great to see a bar chart of portfolio return which can be broken to weekly, monthly or yearly. A profit bar above the line, or loss bar below the line.

14 votes

Discussion (3 comments)

  • rob
    Allinvestview-Rob
    Oct 06, 2024 10:49

    You can view the Return Composition in the Stock Performance table. Simply click "View Return Composition" to see a bar chart displaying your portfolio's return both daily and in total.

    Does this meet your expectations? If so, we'll add options for weekly, monthly, and yearly returns as well!

  • Raj17690
    Oct 06, 2024 14:44

    Thanks.....this is a stock performance. I was suggesting portfolio performance on a weekly, monthly and yearly.

  • ralv
    Allinvestview
    Oct 07, 2024 08:10

    Got it! we will enhance the Annual Returns chart to include both weekly and monthly returns as well

Leave a Comment