28th Feb 2023

Portfolio holding detail

We are excited to announce the release of our latest feature. The new Holding detail is designed to enhance your experience with our investment tracker.

Holding details have always been the most used feature within our tracker, and we have listened to your feedback to make it even better. The new holding detail page offers a comprehensive overview of your investment holdings in one convenient location.

New overview

The new holding overview provides a detailed summary of your holdings, including the name of the investment, the quantity of shares held, and the total value of your holdings. You can also view additional information, such as the current market value, percentage change, and any gains or losses.

Holding price chart

The holding price chart displays a graphical representation of your investment's price history, with both the average price and current price indicators for quick reference. This feature allows you to track the performance of your investment over time, helping you make informed investment decisions.


The paid dividends section offers a breakdown of the dividends you have received from your holding, including the amount paid, the date of payment, and the overall yield. You can easily edit or delete any dividend entries as needed.

Editing dividends

Editing dividends is now easier than ever with our intuitive editing feature. Simply select the dividend you wish to edit, and make any necessary changes. Our system will automatically update the relevant figures in real-time, making it simple to keep track of your investment's performance.

Holding transactions

The transactions section displays a detailed record of all the transactions made within your holding, including the date, the type of transaction, and the amount. You can also edit or delete any transaction entries, providing greater control over your investment data.

Performance breakdown

The holding performance section offers an at-a-glance view of your holding's performance, including the overall percentage change, total gains or losses, and the annualized return. This feature allows you to quickly assess the performance of your investment holdings and make informed decisions based on real-time data.

In conclusion, the "New Holding Detail" feature is an essential tool for any investor looking to manage their investment portfolio more efficiently. With its comprehensive overview of your holdings, graphical price chart, and detailed transaction records, it has never been easier to track your investment performance. We hope this feature will make your investment tracking experience more enjoyable and productive.

Report issue