New feature: New

Compare yourself to a fund, fairly

Time-weighted return strips out when you added money, which is how funds and indexes publish their numbers. It sits under your portfolio value.

Two investors on the same market path ending with the same time-weighted return

Money-weighted return answers what did my money earn. It moves with when you happened to fund the account, which is exactly what you want from a personal number and exactly what makes it useless for comparison.

Time-weighted return answers the other question: how did the holdings themselves do, regardless of when you fed them. That is the number a fund or an index publishes, so it is the one you can hold your portfolio up against.

They are genuinely different

Take two investors on an identical market path who funded in opposite order. Their time-weighted returns match exactly. Their money-weighted returns come out at -7.90% and +5.05%.

You now see both. Time-weighted sits under your portfolio value in the performance view, labelled, with a note explaining what it is.

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Open the feed

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.