How can we help you today?


Portfolio performance calculation settings

Changes in cash, term deposits and other assets are infrequent and often very large and can overshadow changes in security values, so you may want to uncheck these boxes so you can see changes in securities only.

This affects the following calculated values:

• Percentage change today on the Stock Doctor home page.
• Portfolio home page summary table columns Current Value, Total Return, DWR and TWR and the TWR chart.
• Totals displayed above the portfolio tabs, i.e. Current Value, Change on…, Total Return, TWR and DWR.
• Total row in the table at the top of the portfolio Performance tab.
• TWRs displayed in the daily digest email.

screedit.PNG

Have more questions? Submit a request
Powered by Zendesk