New feature: New

Sort your holdings by what matters

The Performance list can now be sorted by value, change, yearly return or name, in either direction, from a small control at the end of its caption.

A list of holdings sorted by percentage change, with an open menu offering Sort by and Order choices

The Performance list used to show your holdings biggest first, and that was the only order. Now you pick it.

What you can sort by

  • Value: what each holding is worth now.
  • Change ($): how much each one moved, in money (in your own currency), over the range the chart is on. On 1D that is today's movers, on Max it is your all-time profit.
  • Change (%): the same move as a percentage, the figure in each row's pill.
  • Return per year: the yearly return behind each holding's goal badge. A holding under a year old has no yearly rate yet, so it waits at the end.
  • Name: A to Z, or Z to A.

Each one goes both ways, so the biggest gain and the biggest loss are one tap apart. A holding with nothing to compare, such as one we cannot price, always goes last, whichever way you sort.

Where it lives

At the right end of the list's caption, so it takes no extra room. In the Show all panel it sits in the header and stays put while the list scrolls. Your choice is remembered on this device.

The list also lost some empty space at the top and on the left of the side panels, so rows line up with their titles.

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Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.