Improved Portfolio Performance Reporting (Custom Periods + CSV/PDF Export)
A
AmeetkumarHira
It would be great to have more detailed and flexible portfolio performance reporting.
Key features requested:
View returns over custom periods (e.g. 3 months, 6 months, 1 year, YTD, user-defined)
Show contributions, fees, and returns ($ and %) for the chosen period
Include annualised return calculations
Ability to export reports as PDF and CSV for record-keeping, accounting, and tax reporting
Currently, when selecting eg. "6 months” on the dashboard, performance isn’t shown in $ or % terms for that period — only since inception. Adding this would make tracking and reporting far more useful for long-term investors.
A
AmeetkumarHira
An example:
Portfolio Performance Report (Custom 6-Month Period) - User to be able to choose entire portfolio or a specific investment
Portfolio: [Your Name]
Period: 01 Jan 2025 – 30 Jun 2025
Metric Value
Contributions (Invested) $21,000
Fees Charged (brokerage/FX) $39.00
Dividends Received $620.00
Portfolio Value (Start) $95,000
Portfolio Value (End) $118,200
Growth ($) $2,580
Growth (%) +2.2%
Annualised Return +4.5% p.a.