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Portfolio Value Over Time

Chart - Portfolio Value Over Time

Overview​

The Portfolio Value Widget provides a comprehensive view of the total value of your investment portfolio over a specified timeline. This widget helps you track the performance and growth of your investments by visualizing changes in market value over different timeframes.

Data Displayed​

  1. Today’s Value: Shows the current total value of your portfolio.
  2. Performance Percentage: Displays the percentage change in the value of your portfolio over the selected time period.
  3. Timeframes: Allows you to view portfolio performance over various periods, including 1M, 3M, 6M, YTD, 1Y, 5Y, and Max.

Settings​

  1. Accessing Settings:

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

  2. General Settings:

    • Holding Type: Select the type of holdings you wish to view from the dropdown menu. Options include:
      • All Holdings
      • All Stocks
      • Dividend Stocks
      • Non-Dividend Stocks
      • ETF
      • Funds
    • Sectors: Choose to filter the view by specific sectors. Options include:
      • All Sectors
      • Basic Materials
      • Communication Services
      • Consumer Cyclical
      • Consumer Defensive
      • Financial Services
      • Healthcare
      • Industrials
      • Real Estate
      • Technology

  3. Header:

    • Show Header: Toggle this setting to show or hide the header in the widget.

  4. 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.