Returns Chart

A chart depicting the market value of your assets, net of cash flows.

It can include both conventional positively-valued assets, and also liabilities (with a net-negative value).

Grouping

You can modify the depicted grouping via the menu, keyboard shortcuts, or tool bar.

The available grouping choices are:

  • Asset Class
  • Account
  • Strategy

Color

The available color choices are:

  • Color
  • Monochrome

Extent

This option is useful to those holding negatively-valued assets, such as a home mortgage.

You can modify how the chart shows negative assets via the menu, keyboard shortcuts, or tool bar.

The available choices are:

  • Positive and Negative
  • Positive Only
  • Negative Only

See also

To modify the selected period, see Returns Footer.

To filter the participating accounts, see Returns Inspector Accounts Filter.

To filter the participating assets, see Returns Inspector Assets Filter.