Portfolio Value over Time

In the Value Over Time tab (shown below), you can see the following measures of your portfolio’s value over the given period:

  • Start value
  • Average value
  • Average cash value and Asset Value
  • End value
  • Appreciation ($)
  • Appreciation (%)
  • Inflows and Trade Appreciation
  • Income ($)
  • Annualized yield (%)
  • Invested percent average
  • Change($)
  • Period Rate of Return (IRR)
  • Annual Rate of Return (IRR)
  • Return on Investment (ROI)

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

portfolio analysis

You can sort the rows by any of these measures by clicking on their column headers. Clicking on a column header twice reverse-sorts the data.

The graph shows the value of the selected portfolios over the selected period. Mouseover the chart for a tooltip that shows the value of your portfolios on a specific date, as shown below.

portfolio analysis

Managing Alerts Portfolio Risk and Reward