# \#charts **URL:** https://community.mycapitally.com/tag/charts/8.md [Latest](https://community.mycapitally.com/latest.md) · [Categories](https://community.mycapitally.com/categories.md) · [Tags](https://community.mycapitally.com/tags.md) --- ## [Safety & Risk metrics](https://community.mycapitally.com/t/safety-risk-metrics/43)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 2\ **Last updated:** [September 30, 2026, 10:07am UTC](https://community.mycapitally.com/t/safety-risk-metrics/43 "2026-09-30T10:07:57Z")
Add safety & risk metrics, like maximum drawdown, sortino ratio, variance. Because such metrics mostly don’t make sense when measured in short time-spans, present them on a separate Report instead of Portfolio. It shou… --- ## [TER/OCF per-holding input with sort/rank by annual fee](https://community.mycapitally.com/t/ter-ocf-per-holding-input-with-sort-rank-by-annual-fee/813)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [May 5, 2026, 10:42am UTC](https://community.mycapitally.com/t/ter-ocf-per-holding-input-with-sort-rank-by-annual-fee/813 "2026-05-05T10:42:13Z")
Ability to input an annual fee percentage (TER/OCF) for collective investments - ETFs, funds, investment trusts - and be able to sort, rank, or filter holdings by that figure. Key use case: quickly identifying holdings … --- ## [MSCI Europe index is working properly?](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730)
**Author:** [@gonza\_agrofinn](https://community.mycapitally.com/u/gonza_agrofinn)\ **Replies:** 2\ **Last updated:** [January 6, 2026, 9:17am UTC](https://community.mycapitally.com/t/msci-europe-index-is-working-properly/730 "2026-01-06T09:17:00Z")
MSCI Europe Index, seems to be high, any idea? --- ## [Is there a way to chart future returns on expected bond coupon payments](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713)
**Author:** [@Polu](https://community.mycapitally.com/u/Polu)\ **Replies:** 1\ **Last updated:** [October 24, 2025, 2:01pm UTC](https://community.mycapitally.com/t/is-there-a-way-to-chart-future-returns-on-expected-bond-coupon-payments/713 "2025-10-24T14:01:15Z")
Hi, is there a way to change the chart to project the future growth when I have all of the future bond coupon payments created? thanks --- ## [Create custom Categories / Tags for Liquidity/Risk asset types](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699)
**Author:** [@FIRE\_2035](https://community.mycapitally.com/u/FIRE_2035)\ **Replies:** 1\ **Last updated:** [October 11, 2025, 6:33am UTC](https://community.mycapitally.com/t/create-custom-categories-tags-for-liquidity-risk-asset-types/699 "2025-10-11T06:33:53Z")
I would like to classify my assets in four categories of Liquidity/Risk and to be able to display them in chart, pie-chart or x-ray type of charts: 1. Very High Liquidity / Very Low Risk 2. High Liquidity / Low–Moderat… --- ## [Add simple trend line to charts](https://community.mycapitally.com/t/add-simple-trend-line-to-charts/561)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [April 26, 2025, 6:34am UTC](https://community.mycapitally.com/t/add-simple-trend-line-to-charts/561 "2025-04-26T06:34:37Z")
Would be nice to have an option to add a simple linear trend line to charts as an option - especially useful when the charted value is very volatile --- ## [Chart date annotations](https://community.mycapitally.com/t/chart-date-annotations/120)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [June 8, 2024, 7:48am UTC](https://community.mycapitally.com/t/chart-date-annotations/120 "2024-06-08T07:48:31Z")
You can annotate dates or date periods to be displayed on the chart. For example you can mark important events, market correction periods, etc. Annotations should be either global, or local to account, asset and maybe t… --- ## [Month-by-month results chart](https://community.mycapitally.com/t/month-by-month-results-chart/583)
**Author:** [@Leszek](https://community.mycapitally.com/u/Leszek)\ **Replies:** 1\ **Last updated:** [May 18, 2025, 4:37pm UTC](https://community.mycapitally.com/t/month-by-month-results-chart/583 "2025-05-18T16:37:04Z")
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 t… --- ## [Option to mask amounts for screen sharing](https://community.mycapitally.com/t/option-to-mask-amounts-for-screen-sharing/263)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [December 20, 2024, 11:33am UTC](https://community.mycapitally.com/t/option-to-mask-amounts-for-screen-sharing/263 "2024-12-20T11:33:43Z")
An option to mask/blur every absolute value within the app, leaving only % values. Possibly with an option to mask these as well. Should work in all tables and force the charts into % mode. Useful for screen sharing th… --- ## [Portfolio chart and average share buy price](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412)
**Author:** [@bizon](https://community.mycapitally.com/u/bizon)\ **Replies:** 4\ **Last updated:** [December 19, 2024, 9:48am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412 "2024-12-19T09:48:10Z")
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 ti… --- ## [Wrong TWR and MWR for (most) benchmarks](https://community.mycapitally.com/t/wrong-twr-and-mwr-for-most-benchmarks/303)
**Author:** [@Lionel\_S](https://community.mycapitally.com/u/Lionel_S)\ **Replies:** 5\ **Last updated:** [November 19, 2024, 3:49pm UTC](https://community.mycapitally.com/t/wrong-twr-and-mwr-for-most-benchmarks/303 "2024-11-19T15:49:54Z")
Hi. There seems to be an issue with the TWR/MWR for most benchmarks. The TWR/MWR rate doesn’t start at 0 and so makes any comparison hazardous. The same problem arises for all default benchmarks (each with a different st… --- ## [Compare months over years on a chart](https://community.mycapitally.com/t/compare-months-over-years-on-a-chart/232)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 0\ **Last updated:** [August 22, 2024, 6:42pm UTC](https://community.mycapitally.com/t/compare-months-over-years-on-a-chart/232 "2024-08-22T18:42:02Z")
Add a grouping option, that groups a metric by years and plots it over the course of months - either as cumulative chart or separate bars per each year&month --- ## [How can I change the min on a chart?](https://community.mycapitally.com/t/how-can-i-change-the-min-on-a-chart/182)
**Author:** [@Nick](https://community.mycapitally.com/u/Nick)\ **Replies:** 1\ **Last updated:** [July 18, 2024, 9:06am UTC](https://community.mycapitally.com/t/how-can-i-change-the-min-on-a-chart/182 "2024-07-18T09:06:27Z")
Hi, firstly this is a great app! At the moment I’m looking at a 1m and 3m view of the market value of my asset, which has gone from around 20k to 21k. However this appears as a basically flat line right at the top of th… --- ## [Improved Charts (more choice, legends)](https://community.mycapitally.com/t/improved-charts-more-choice-legends/34)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 6\ **Last updated:** [June 25, 2024, 4:41pm UTC](https://community.mycapitally.com/t/improved-charts-more-choice-legends/34 "2024-06-25T16:41:59Z")
Currently the charts are pretty limited in customization. It’s great you can quickly switch between the views, but you cannot change them. The goal here, is to: Allow changing the charted metric (e.g. total, capital o… --- ## [Synchronize UI settings across devices](https://community.mycapitally.com/t/synchronize-ui-settings-across-devices/33)
**Author:** [@rafal](https://community.mycapitally.com/u/rafal)\ **Replies:** 1\ **Last updated:** [May 29, 2024, 10:31am UTC](https://community.mycapitally.com/t/synchronize-ui-settings-across-devices/33 "2024-05-29T10:31:45Z")
Currently, all UI settings like pinned date periods, table columns, default portfolio views are persisted in the browser. The goal here is to store them securely along with the project, synchronizing them among all used…