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Portfolio Tracker improvements

New " Gearing" column

In the Portfolio Tracker module there is now a new editable holding columns called Gearing Factor (short name: GearF). With this column you can manually simulate a geared investment by entering a factor that will be applied to the Market Value and Todays Profit & Loss – and thus also affect Total Profit & Loss.

Here is an example were we have entered a gearing factor of 3 for the investment, that will amplify the market value, profits and losses, compared with the invested value (given from the open price and quantity).

 

User defined periods in Backtest page

In addition to the pre-defined periods in the period drop-down, you can now select Custom and select any date in the future where you want the Backtest graph to start on:

 


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