Portfolio performance tracker

The portfolio performance tracker measures returns, allocation, holdings, and transactions across connected and manually maintained investments.

The wealth workspace separates holdings, transactions, allocation, and performance reporting while keeping them tied to the same portfolio.

It supports listed securities and manually valued assets or liabilities, with display-currency conversion for combined analysis.

Holdings can be viewed for today or across the full holding period. The today view uses the previous market close when available; the all-time view compares current value with recorded cost basis.

Performance reporting uses transaction history to distinguish investment return from deposits and withdrawals, while allocation shows position and asset-class concentration.