![]() With the “ strict” method option selected, the daily values used in the chart are calculated by "playing forward" the transactions in this portfolio to build a virtual portfolio from scratch. Note, however, that the value won't update automatically, but will be updated when switching back to this chart from another chart. This value will change throughout the trading day due to new, live quotes coming in. today's date) is calculated from the values in the Prices view. For each previous day, the value of the portfolio at close is calculated using historical quotes, then any transactions that occurred on that day are reversed. Which way is used depends on the " Calculate the Portfolio's value chart using the strict method." option on the portfolio's "Portfolio Properties" screen:īy default, the daily values used in the chart are calculated by taking the current portfolio and working backwards in time. There are 2 ways the chart can be calculated. Intraday charts (1D and 5D) are not available for the Market Value chart. Note that the Market Value chart is only available for the end-of-day time ranges. To do this, click on the Total line of your Portfolio. You can view a chart of the historical market values of your portfolio over time. Movement in the chart is due to the price movement of your holdings as well as any cash flows into/out of your portfolio. The market value chart of the portfolio is a chart of the closing value of your portfolio over time. A Portfolio's Historical Market Value Chart ![]()
0 Comments
Leave a Reply. |