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Name | Description | Type |
|---|---|---|
Total Equity Time-Series | The total equity of the portfolio is shown as a time-series, its unit range is shown on the left Y-axis, against 'Date' on the X-axis. | Plot |
Component Bar Charts | The components accounting for changes in total equity are shown as bar charts; their unit range is shown on the right Y-axis, against 'Date' on the X-axis. The components are: Ledger Balance: Changes to total equity due to fund in/out, taxes, commission etc. (recorded by user in General Ledger). P/L: Realised Profit/Loss Un P/L: Unrealised Profit/Loss | Plot |
Example
Functionality
Displayed below are some noteworthy user interactions you can find on this application.
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