How to see historical value of portfolio

Q&A
1

Is there a way to see the historical value of the portfolio? Based on the stock prices of the selected date/month

I’m curious to see how much my portfolio value has grown since end of last year. Intended calculation:
Current portfolio value - capital inflow - dividends collected - 31 Dec 2020 portfolio value = “organic” growth

2

Yes.

1 Like
3

How do I do that?

4

The Time Weighted Return graph displays the historic value.

You can move the mouse along the curve to see the values.