Articles on: Portfolio Analytics

What can I do on the P&L Performance page?

Here are the main things you can do on this page:

You can filter both of your performance charts by custodian, using the drop-down menu at the top right of the page and then selecting the respective check boxes
The Daily Performance chart can be switched to show Portfolio Value vs Net Investment. Hovering over this chart will show Market Value, Net Investment and P&L

A few tips to help you make the most of our P&L Performance page:

Daily Performance will be shown alongside the default index selected upon portfolio creation
Using the period toggle on the left-hand side to toggle the period on the graphs

Updated on: 05/04/2023

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