Hello,
I’ve got two questions I couldn’t figure out.
First, can we get an additional chart in portfolio alongside Value and Principal, that will show a Principal minus Realized Returns? It could help show changes in time with investments that we change, e.g. following momentum strategy and changing allocation of assets.
Second, in portfolio, when we check stocks that we were buying in more than one transaction I cannot find how to see an average price I bought a given shares.
Best
I’m not sure what such graph would give you - for example, if you close your position, the graph would be just negative returns.
What specifically you’re looking for? Maybe you have an example from another place?
When you open a single asset or position, there is an additional Price metric tab. Average buy price will be charted there
I’d like to track my retirement account. I’m investing a fixed amount of money there. I’m buying and selling stocks, but the an initial amout of money I invested is the same (each year I’m adding a little, but I don’t withdraw). I like to see on graph how much money I have over time comparing to initial investment.
It is, thank you very much. I haven’t seen that…
I’m seeing the price in my portfolio currency, which is great. Can we have an additional price in a currency a stock is listed on a exchange we bought it? (e.g. Portfolio in PLN and AAPL shares in USD - to have both in average price)
That describes it much better. Once there is proper cash tracking, it will be possible to chart the actual invested amount without reinvestments and maybe to calculate other helpful metrics based on that, specifically for that case.
It doesn’t make sense to plot them together on a single graph, but you can switch the currency to the asset currency (top of the list), which would be USD for Apple (or whatever you set for that asset).
That sounds perfect!
Thank you, I feel a little dump to not figure it out by myself. I didn’t meant to plot it, just a single number as an additional information. But switching to an asset accuracy works for me.
Thank you once again!
Merry Christmas and a Happy New Year!