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(New UI) View a performance graph in the Portfolios view

Last update: Wed Feb 25 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Beta feature

You can open and configure a performance graph with up to three metrics totalled across all portfolios in the view for the specified date range.

View a performance graph

  1. Above the data table, click Charts .

  2. (Optional) Specify the currency and up to three metrics to include in the chart.

Hide a visible performance graph

  • Above the data table, click Charts .
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