The Portfolio Monthly Return Table displays the monthly percentage returns on the trader's portfolio for each month, as well as the year-to-date return (YTD) for each year (ie. returns since the start of the year). The columns indicate the year(s), while the rows indicate months and YTD.
Name | Image/Description |
---|---|
Portfolio | Select a portfolio of interest. |
Comments | The inserted comments will be displayed at the bottom of the application. This can be useful for documentation purposes or for settings description. |
Name | Description | Type | Example |
---|---|---|---|
Portfolio | Name of Portfolio. | Portfolio (Selection) | ABC |
Comments | Useful for documentation purposes or for settings description. | Text | - |
Name | Description | Type |
---|---|---|
Portfolio Monthly Returns Table | The percentage returns on the trader's portfolio for each month, as well as YTD for each year, are shown. | Numerical Value |
Please refer to Table Settings for table functionalities.