Historical Portfolio
A comprehensive, interactive view of your past portfolio performance—covering stocks, funds, bonds, and cash in one dashboard.
Key features:
- Interactive chart showing portfolio performance over time
- View by asset class (stocks, funds, bonds, consolidated)
- Customizable ranges (1M, 3M, 6M, YTD, 1Y)
- Hover for Day P/L and % changes
- Helps in identifying trends and making informed decisions
Note: Chart data displays only from Nov 29, 2024 onward.