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Holding Prices Over Time

Holding Prices Over Time

Overview​

The Holdings Prices Widget displays the price change of your selected holding over various time periods. Customize the view with different chart types and display settings for a comprehensive analysis of your investment performance.

Data Displayed​

  1. Current Price: This shows the current market price of the selected holding.
  2. Percentage Change: This indicates the percentage change in the holding's price over the selected time period.

Settings​

  1. Accessing Settings:

    • Click on the settings icon to open the settings menu.

  2. General Settings:

    • Ticker Displays: Choose which tickers to display.
      • Options include "All Tickers" or specific tickers.

  3. Header

    • Toggle: Toggle to show or hide the header and ticker logo.
    • Change: Choose how to display the change information.
      • Price & Percent
      • Percent only,
      • Price only,
      • No values

  4. Chart Settings:

    • Chart Type: Select the type of chart to display.
      • Options include "Line" and "Area."

  5. Saving Changes:

    • After entering all the necessary information, click "Save" to apply your changes.
    • Buttons:
      • Default: Resets the settings to default values.
      • Cancel: Discards any changes made.
      • Save: Applies and saves the changes.