Improvements Needed for Portfolio Curve

[kvnreddy]

Hi Team,

The portfolio curve on the console is helpful for visualizing performance, but I feel a couple of key improvements are needed:

1. Money-weighted returns (MWR):
   Currently, the curve is based on time-weighted returns (TWR) and doesn’t account for deposits, withdrawals, or dividends. Adding MWR—like in Interactive Brokers—would give a more accurate picture of actual returns.
2. Better date range & comparison UX:
   While we can zoom and compare with indices like
   
   
   
   Nifty 50, it’s not very intuitive. Simple presets like YTD, 1Y, etc., would make comparisons much easier instead of manually adjusting the chart.

Would like to know if these enhancements are planned, and if yes, any expected timeline.

Thanks!

[Shubhanshu]

@kvnreddy

Hi Team,

The portfolio curve on the console is helpful for visualizing performance, but I feel a couple of key improvements are needed:

1. Money-weighted returns (MWR):
   Currently, the curve is based on time-weighted returns (TWR) and doesn’t account for deposits, withdrawals, or dividends. Adding MWR—like in Interactive Brokers—would give a more accurate picture of actual returns.
2. Better date range & comparison UX:
   While we can zoom and compare with indices like

Nifty 50, it’s not very intuitive. Simple presets like YTD, 1Y, etc., would make comparisons much easier instead of manually adjusting the chart.

Would like to know if these enhancements are planned, and if yes, any expected timeline.

Thanks!

Hi, the portfolio curve is meant to show how your investments are performing on their own, so it doesn’t factor in deposits or withdrawals.

Thanks for the feedback. we’ll pass your feedback on improving this experience.