YTD % Total Portfolio return
Any chance you'll consider adding an extra column under Portfolio / Holdings showing Year to date Total Portfolio return %? That would be super helpful!
Currently YTD returns are for individual holdings only under the Performance tab but there's no Total Portfolio YTD %.
Hi there,
We are taking this as a product request. We will get back to you on this.
Hope this helps! Feel free to reach out in case further assistance is required.
Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha