Sub-portfolio

Since you started

the whole history in one number: your return per year against the index
Portfolio
Total gain/loss
Invested (net purchases)
Unrealized
Realized
Dividend (12 mo)

Value over time

What if it had all been in the index?

pick a date: your value on that day goes into the index, plus every deposit you made since

Positions

click a row for details
Excel ⤓

Contribution

Allocation

Winners & losers

unrealized gain or loss per holding, best to worst

Drawdown

How far below your best level you have been.

Costs per month

Closed positions (realized)

Before your history

Broker exports often stop after a few years.

Manage sub-portfolios

Assign each position to a sub-portfolio.