As you make changes to the planned portfolio under the Holdings tab, the data under the Analytics tab will update as you change the planned quantities to show comparison between your actual portfolio and your planned portfolio. The analytics are calculated over the selected time period. Historical Return shows what your return would have been if you’d made trades at the beginning of the selected time period. The next set of metrics use data from the selected time period to calculate risk in various ways, and compare that to those same metrics had the trades been executed at the beginning of the time period. The time period can be adjusted in right hand corner

Also in the right hand corner is the ability to reset the portfolio, print it or export it.


Drift Tolerance Aggregate Portfolio Metrics