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- Portfolio Value - Useful for tracking and monitoring the market on a daily basis to see overall investment gains for your current holdings.
- Performance - Designed to provide you with insight into how well your investment strategy is performing, based on industry-standard metrics such as Internal Rate of Return (IRR) or Return on Investment (ROI). Use these values to help compare your performance against indices, ETFs, mutual funds, securities or asset managers.
- Realized Gain - Shows your sales that occurred in the previous year.
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The Customize Columns button is the right-most button on the toolbar. Use it to tailor the portfolio view with the information you need to improve investment tracking and analysis. There are different sets of columns for each portfolio view that best match the focus of the view.
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