What can you do on this page?
Analyze your portfolio’s returns on the Performance Page. Navigate to the Performance tab in the left menu.
At the top of the page, you'll see three key metrics:
Profit/Loss: Your total gains or losses in USD
Total Capital Invested: The total amount you've invested
Simple Returns: Your percentage return on investment
The main chart displays your portfolio's performance over time:
Blue line: Total Value of your portfolio
Green line: Total Capital Invested
Green/red bars: Profit/Loss for each period
You can also interact with the cart to visualize your performance better:
Hover over any point on the chart to see detailed values for that date.
Click and drag on the chart to zoom in on a specific time period.
Use the "Reset Zoom" button to return to the full view.
Below the chart, you'll find a table listing all your assets with details such as:
Asset name and ticker symbol
Quantity held
Profit/Loss in USD and percentage
Total Value
You can also hide / show specific columns by using the table header filters.
Customizing your performance view
Use the date range selector in the top right to adjust the time period shown.
Click on "Filters" to refine your view by Asset Class, Account, Currency, or Tag.
Switch between "Profit/Loss" and "Cumulative" views using the toggle above the chart.
Using the calendar feature:
Click on the calendar icon to open a date picker.
Select specific dates to view performance for precise time periods.
Analyzing individual assets
Click on any asset in the table below the chart for a detailed performance breakdown.
This will show you how that specific asset has performed over time.
Understanding color coding
Green numbers indicate positive returns
Red numbers indicate negative returns
Tips for using the Performance page
Regularly review this page to understand how your portfolio is performing over time.
Use the filters to analyze performance of specific asset classes or accounts.
Compare your portfolio's performance to market benchmarks (if available).
Look for trends or patterns in your portfolio's performance to inform future investment decisions.
Remember, the Performance page is a powerful tool for understanding your investment success and areas for improvement. Take time to familiarize yourself with all its features to make the most of your Peek experience.