I don't want to see the effect of withdrawals and deposits on my portfolio line graph

Hi, I’m new to the Freetrade forum (not the app or community platforms like this) so please do shout if I’m not going about this the correct way for this community…

I’d like the portfolio tab line graph to only show whether the value of my stocks has gone up and down, not whether I’ve added money or withdrawn it.

Thanks

Hi and welcome to the forum.

Click on Insights, Portfolio performance and then Time-weighted rate of return - this will show the performance of the market value of your portfolio over time, excluding the effects of deposits and withdrawals.

The drop down at the top right will allow you to select the period you want to check, eg 1 week, 1 month, 3 months, 1 year, etc.

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I agree it makes it look like your going up up up but it’s mainly just deposits

Hey, thanks for this and the welcome.

I have used the insights tab and it’s helpful. But i’d prefer the chart on portfolio tab to also be without the effects of withdraws and deposits. When i add and remove money it completely skews the chart and makes it not really add much insight as its difficult to tell whether I did well today or not.

I like the chart on the portfolio tab. I like it’s positioning. I like i can do a daily view. I like that its the same look and feel and function as chart you get when you look at a single stocks line chart. I like that it is live and auto updating.

The insights chart you screenshot is a few taps away and only provides 7 days as shortest the period. It is also static rather than live data

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Yeh, I tend to deposit little and often and also withdraw money relatively regularly too so does skew things. I guess some people may deposit a larger amount less frequently and for them, it would be less of an issue but I suspect I’m not alone on the little and often.

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The app is geared towards long term investing, rather than day trading, so less on the daily movements, live data etc.

I can’t see many people withdrawing from their ISAs on a regular basis and those with SIPPs can’t withdraw until they are 55/57.

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Welcome to the community Josh.

I agree with their being a lack of chart functionality. You will also find @NotMyName that when there are stock splits that share charts become almost pointless in a similar fashion.

Another niggle is that when you change the date range on your entire portfolio, the ‘Up by’ and ‘Down by’ remains set to ‘all-time’ rather than changing to match the date range as per individual share charts.

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It does say “Up by £xxx Since you began investing”

The info you are looking for is all on the insights tab. Personally I prefer to have the main graph showing the growth of the portfolio including deposits.

I think the best compromise is to show a second line on the graph representing the deposits. I think there are a couple of other apps that do this.

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I’ve suggested elsewhere that Could be useful on things like ‘up by’ which could drop down a menu saying <include/exclude account transactions>

It would add functionality without ruining the simple user interface.

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Hey! So I don’t day trade i.e. buy and sell the same stock for a quick buck. I rather continually rebalance my portfolio (with a medium-term view) on a regular basis taking heavier positions here and there, for example. I also research new stocks and start with small buys and then gradually, over time, as I know more about the stock I’ll take a bigger position. Equally, due to the market cycle, macroeconomic events or just a change in my preference, I might decide to be less heavy in a certain area. So I’m not day trading but I am actively managing my potfolio. I’m just using the GIA, not ISA or SIPP.

Remember the benefit of Freerrade is exactly that - it’s free to trade, which makes it cheaper and easier to buy and sell small amounts on a more frequent basis than Hargeaves Lansdown that charge £12 to buy or sell.

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You have posted a perfectly valid post and makes complete sense to me.

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