Month-by-month results chart

[Leszek]

I’m moving over from Morningstar’s Portfolio Manager that is being shut down, and one thing I miss - and I can’t quite replicate here - is the per-month summary they have under the results chart. This one:

It shows the end result for each month. I was for me an easy way to present results to other family members, without exposing the daily “bumpiness” so much.

Is there a way to get this output already? I feel like I might be missing a trick, as the Summary page is quite similar, although I can only see day-to-day changes and not month-to-month on the default view.

[rafal]

You can use Stack chart for this.

It compares group by default, so you can modify the chart to only see the total returns - by switching to Bar & Total:

You can also save the chart for later