Portfolio Monthly Return Table
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About
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.
Guide
| 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. |
Input
Name | Description | Type | Example |
|---|---|---|---|
| Portfolio | Name of Portfolio. | Portfolio (Selection) | ABC |
| Comments | Useful for documentation purposes or for settings description. | Text | - |
Output
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 |
Example
This portfolio has made positive returns in September and October.
Functionality
Please refer to Table Settings for table functionalities.
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