deploy: bd0a05a

Author: hug-sch

en/reference/view/reports/performance/images/performance-dashboard-new-widget.svg

@@ -4003,21 +4003,6 @@
 
 </li>
 
-      </ul>
-    </nav>
-  
-</li>
-      
-        <li class="md-nav__item">
-  <a href="#-actual-vs-target-allocation-displays-a-bar-chart-with-the-actual-and-target-allocation-per-category-left-clicking-the-chart-displays-a-tooltip-showing-the-deviation-delta" class="md-nav__link">
-    <span class="md-ellipsis">
-      - Actual vs Target Allocation: Displays a bar chart with the actual and target allocation per category. Left-clicking the chart displays a tooltip showing the deviation (delta).
-    </span>
-  </a>
-  
-    <nav class="md-nav" aria-label="- Actual vs Target Allocation: Displays a bar chart with the actual and target allocation per category. Left-clicking the chart displays a tooltip showing the deviation (delta).">
-      <ul class="md-nav__list">
-        
           <li class="md-nav__item">
   <a href="#performance-widgets" class="md-nav__link">
     <span class="md-ellipsis">
@@ -4203,10 +4188,13 @@ <h3 id="statement-of-assets">Statement of Assets</h3>
 <p><em>Taxonomies</em>: Pie chart illustrating the proportional distribution of the taxonomy categories. </p>
 </li>
 <li>
-<p>*Taxonomies: TARGET Value: displays two pie charts with the actual and target allocation per category of the selected taxonomy.</p>
+<p>*Taxonomies: TARGET Value: Displays two pie charts with the actual and target allocation per category of the selected taxonomy.</p>
+</li>
+<li>
+<p><em>Actual vs Target Allocation</em>: Displays a bar chart with the actual and target allocation per category. Left-clicking the chart displays a tooltip showing the deviation (delta).</p>
 </li>
+<li><em>All time high</em>: Displays the highest value of the total portfolio (or an alternative data series).</li>
 </ul>
-<h2 id="-actual-vs-target-allocation-displays-a-bar-chart-with-the-actual-and-target-allocation-per-category-left-clicking-the-chart-displays-a-tooltip-showing-the-deviation-delta">- <em>Actual vs Target Allocation</em>: Displays a bar chart with the actual and target allocation per category. Left-clicking the chart displays a tooltip showing the deviation (delta).</h2>
 <h3 id="performance-widgets">Performance widgets</h3>
 <p>The first three widgets are single line text; representing the common performance indicators. </p>
 <ul>
@@ -4226,16 +4214,17 @@ <h3 id="performance-widgets">Performance widgets</h3>
 <p><em>Yearly returns in a heatmap</em>: Each cell in the heatmap represents one year.</p>
 </li>
 <li>
-<p>Portfolio Tax Rate: The ratio of taxes / (realized and unrealized capital gains + earnings - fees).</p>
+<p><em>Portfolio Tax Rate</em>: The ratio of taxes / (realized and unrealized capital gains + earnings - fees).</p>
 </li>
 <li>
-<p>Portfolio Fee Rate: The ratio of Fees / (realized and unrealized capital gains + earnings).</p>
+<p><em>Portfolio Fee Rate</em>: The ratio of Fees / (realized and unrealized capital gains + earnings).</p>
 </li>
 </ul>
 <h3 id="risk-indicators_1">Risk indicators</h3>
-<p>All five widgets are single line text widgets, representing common risk indicators. See <a href="./#maximum-drawdown">above</a> for an explanation of <code>Maximum Drawdown</code>, <code>Max Drawdown Duration</code>, <code>Volatility</code>, and <code>Semivariance</code>.</p>
-<p><figure class="align-right" style="width:30%" id="_figure-6"><figcaption>Figure 6. Setting the risk-free return from the context menu. </figcaption><img alt="" src="images/sharpe-set-risk-free.png">
-The </figure><code>Sharpe ratio</code> is a financial metric that measures the performance of a portfolio compared to a risk-free asset, taking into account the portfolio's risk. It is calculated by subtracting the risk-free return from the portfolio's return, such as the Internal Rate of Return (IRR), and then dividing the result by the standard deviation of the portfolio's return, which is a measure of its volatility.</p>
+<p>The following six widgets are single line text widgets, representing common risk indicators. See <a href="./#maximum-drawdown">the top of this page</a> for an explanation of <code>Maximum Drawdown</code>, <code>Current Drawdown</code>, <code>Max Drawdown Duration</code>, <code>Volatility</code>, and <code>Semivariance</code>.</p>
+<p>The <span class="twemoji"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24"><path d="m16 11.78 4.24-7.33 1.73 1-5.23 9.05-6.51-3.75L5.46 19H22v2H2V3h2v14.54L9.5 8z"></path></svg></span> <code>Drawdown chart</code> option will create a widget version of the chart as shown in <a href="images/performance-mdd.svg">Figure 2</a>.</p>
+<p><figure class="align-right" style="width:30%" id="_figure-6"><figcaption>Figure 6. Setting the risk-free return from the context menu. </figcaption><img alt="" src="images/sharpe-set-risk-free.png"></figure></p>
+<p>The <code>Sharpe ratio</code> is a financial metric that measures the performance of a portfolio compared to a risk-free asset, taking into account the portfolio's risk. It is calculated by subtracting the risk-free return from the portfolio's return, such as the Internal Rate of Return (IRR), and then dividing the result by the standard deviation of the portfolio's return, which is a measure of its volatility.</p>
 <p>The risk-free return is set by default to 0%, but this can be adjusted through the context menu to reflect your current risk-free rate. As the ratio is based on volatility, complete historical prices are required. Without complete prices, the calculated volatility may be underestimated.</p>
 <h3 id="earnings">Earnings</h3>
 <ul>
@@ -4285,7 +4274,7 @@ <h3 id="trades">Trades</h3>
     <span class="md-icon" title="Last update">
       <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1zM12.5 7v5.2l4 2.4-1 1L11 13V7zM11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2z"/></svg>
     </span>
-    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date" title="May 15, 2025 22:09:09">May 15, 2025</span>
+    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date" title="June 15, 2025 16:43:07">June 15, 2025</span>
   </span>
 
 

en/reference/view/reports/performance/images/performance-dashboard.svg

@@ -3858,6 +3858,15 @@
     </span>
   </a>
 
+</li>
+      
+        <li class="md-nav__item">
+  <a href="#multiple-charts" class="md-nav__link">
+    <span class="md-ellipsis">
+      Multiple charts
+    </span>
+  </a>
+  
 </li>
 
     </ul>
@@ -3967,6 +3976,9 @@ <h2 id="available-columns">Available columns</h2>
 <p>For this example:
 <code>(18.638 - 19.766) / (19.766 - 15.10) = -24.17%</code></p>
 <p>The sum of the absolute values of both indices equals 100%.</p>
+<h2 id="multiple-charts">Multiple charts</h2>
+<p>The information pane normally displays a chart of the security selected in the top pane. However, you can display multiple securities (see Figure 5). Use the <code>Shift</code> key to select adjacent securities, or <code>Ctrl</code> (<code>Cmd</code> on Mac) to select non-adjacent ones. Markers you have added via the <img alt="⚙" class="twemoji" src="https://cdn.jsdelivr.net/gh/jdecked/twemoji@14.1.2/assets/svg/2699.svg" title=":gear:"> <code>Configure Chart</code> icon - such as dividends, investments (buy, sell), etc. - are no longer displayed, in order to keep the chart clear.</p>
+<p><figure class="pp-figure" id="_figure-5"><figcaption>Figure 5. Multiple charts in the information pane of the Statement of Assets view. </figcaption><img alt="" src="images/sb-reports-statement-chart.mp4"></figure></p>
 
 
 
@@ -3987,7 +3999,7 @@ <h2 id="available-columns">Available columns</h2>
     <span class="md-icon" title="Last update">
       <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1zM12.5 7v5.2l4 2.4-1 1L11 13V7zM11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2z"/></svg>
     </span>
-    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date" title="May 11, 2025 00:00:55">May 11, 2025</span>
+    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date" title="June 15, 2025 15:26:26">June 15, 2025</span>
   </span>