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Add annual average return to Portfolio

Tobias 1 year ago • updated by OSV Support 1 year ago 3

I would like it if there was a way to easily see the average annual return for x years. As it is now, I have to hold the mouse on the graph from year start and then at year end to see the difference. (Unless I am missing something).

Under review

I see what you mean :) Dragging the mouse or just inputting the dates seems to be the easiest way for the UI right now. Do you have a suggestion for a better UI? 

Both suggestions seems fine. UI is not my strong suit :)


However, I started thinking I might not quite understand what I am looking at. When people talk about Investor x has averaged y% per year for the last z years. How is that calculated? Is that the same as the CAGR list you have created? 

I've previously looked into this but the charts are the easiest, because a single annualized data is harder than it seems because there are many factors to consider for just this one calculation.

A lot of it has to do with dates, transactions, cash, splits, divs, buy outs, gone private, special situations and more if you do options, leverage etc.


One of the reasons why brokerage accounts can't give proper annualized performance numbers too, and they are the ones with all the details.