Improvement to an existing feature: Improved

Performance, price and return breakdown each get their own window

A holding's performance, its share price and the parts of its return now open as three separate windows, with no tabs to switch.

Three windows side by side: a performance chart, a price line and a list of the parts of a return

A holding's window used to hide its price behind a tab. Now each view has its own item in the holding's menu and its own window.

What changed

  • View performance opens your chart with the value, total return, return per year and day change.
  • View price opens the symbol's own price line, for the holdings that have one.
  • The new Return breakdown opens the total return split into unrealized, realized, income and fees, so you can see the four parts add up.
  • The menu inside each window jumps to the other two.

Unrealized, realized, income and fees moved out of the performance window to Return breakdown.

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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.