Improvement to an existing feature: Improved
The same menu on every holding, and a performance view with your position
Every holding now has the same menu wherever it appears, including a View performance item that opens its own chart and return.
A holding used to offer different things depending on where you found it. Now every list gives it the same menu, in the same order.
What changed
- View performance opens the holding's own chart with its value, what it cost, and every buy and sell marked on it. Tapping a holding in the side list does the same.
- Above the chart you see its value, total return, return per year and today's move, plus where the return came from: unrealized, realized, income and fees.
- Holdings synced from your broker get the menu too. Edit and Delete are there but greyed out, with a note that your broker owns them.
- Open a holding from a group of assets and the group closes first, so you never stack two windows.
The menu is also on the Overview list, where the small expand button used to be the only way in.