Strengthen graphing and analysis of investment accounts

Although Finwise is primarily focused on daily budgeting and household accounts, it would be great if we can have more tools for reviewing performance of investment accounts, to make finwise a true one stop shop. Although my investment account websites provide some tools for reviewing and analysing portfolio performance, they are often limited. I would love to be able to build some custom views to better understand the performance of my investment accounts.

Examples might be.

Graph the performance of these three investment accounts and also overlay these 3 indices or funds (eg. VOO for S&P500)

Show Time weighted or money weighted performance

Show comparison again a hypothetical index or portfolio (eg. compare against s&P hypothetical that accounts for contributions and withdrawls to the portfolio being compared)

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Requests

Date

3 months ago

Author

Gabriel White

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