Improvement to an existing feature: Improved

Performance follows your range

Pick 1D, 1M, YTD, 5Y or Max on the chart and the headline and every holding show how they did over that range, in one small pill.

A chart header with a green pill, an amount and the words past month, above holdings each with its own pill

The range buttons above the chart now do more than redraw the line. Everything in the Performance card answers for the range you picked.

What changed

  • The headline reads like a sentence: a pill with the percentage, then the amount and the range, such as +$540 past month.
  • Each holding in the Performance list has one pill for the same range. The old Today chip, the Total line and the goal badge are gone from those rows.
  • The headline is the holdings added up, so the numbers always agree. On Max it matches the Total return in the summary card.
  • Tap or hover a pill for the amount and what moved. A foreign cash account shows the currency move only, and a property shows a pill when its value changed.
  • Hovering the chart shows the date and value. The line takes its colour from the headline.

Hide your values and the pills turn grey and lose their arrows, but the percentage stays.

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