Portfolio Holdings Detail

The Holdings Detail tab (shown below) lists all of the holdings across all of the selected portfolios with the following columns:

  • Starting value
  • Change ($)
  • Ending value
  • Income
  • Yield (%)
  • Appreciation ($)
  • Appreciation (%)
  • Return on Investment (ROI)
  • Period Rate of Return (IRR)
  • Annual Rate of Return (IRR)
  • Percent of Start Value
  • Percent of End Value
  • Percent of total return

Select which portfolios’ holdings you’d like to see on the left, and select a time period at the top.

holding details

You can sort the holdings by any of these measures by clicking their column headers. Hovering over a ticker symbol will display more information about that holding, shown below. Right-click a column header to group by sector, industry, portfolio, tag, or color.

holding details


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