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.

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.