View Performance From Any Angle
How did your portfolio perform last year? How about over the last 6 months? And how did that compare to what "the market" did over the same time frame?
Get concrete answers to all those questions with the Summary Report.
See performance numbers for your portfolio over any time frame. The Time Weighted Rate of Return (TWRR) and Money Weighted Rate of Return (IRR) metrics give you detailed performance numbers.
Get perspective on those performance numbers using the built-in benchmark comparison.
The market value chart and performance chart allow you to visually analyse how your portfolio performed as well as compare it to a benchmark.
Other portfolio reports, such as the gain/loss report, allocation report, back-in-time report or the transactions report, are also available.