Reading your portfolio charts

Charts help you visualise your portfolio at a glance. This guide explains how to read and use each chart type in TrackMyShares.

Performance chart

The performance chart shows how your portfolio value has changed over time.

Reading the chart

• Y-axis — Portfolio value in your display currency
• X-axis — Time period
• Line/area — Your portfolio value at each point

The area under the line is typically coloured:

• Green — Above your starting value (overall gain)
• Red — Below your starting value (overall loss)

Time ranges

Select different time periods to focus your analysis:

Range	Shows	Best for
1D	Past day	Intraday movements
1W	Past 7 days	Short-term movements
1M	Past month	Recent trends
3M	Past quarter	Medium-term view
6M	Past 6 months	Half-year review
1Y	Past year	Annual performance
5Y	Past 5 years	Long-term trends
MAX	All history	Full history

Click a time range button to switch views.

Hover for details

Move your cursor over the chart to see:

• Exact date
• Portfolio value on that date
• Change from previous day

This helps you identify specific events affecting your portfolio.

Click to time travel

Click any point on the chart to view your portfolio as it was on that date. The entire dashboard updates to show historical values.

Allocation pie chart

The allocation chart shows how your portfolio is distributed.

By holding

See how much each stock contributes to your total:

• Larger slices = bigger positions
• Hover for exact percentage and value
• Colours distinguish different holdings

By market

View allocation across markets:

• US — NASDAQ, NYSE stocks
• AUS — ASX stocks
• Crypto — Cryptocurrency holdings

This helps ensure you're diversified across markets as intended.

By sector (coming soon)

Future feature to show sector allocation:

• Technology, Healthcare, Finance, etc.
• Helps identify sector concentration

Reading the pie chart

A well-diversified portfolio typically shows:

• No single slice dominating (unless intentional)
• Multiple colours representing different assets
• Reasonable spread across markets

Warning: If one holding is more than 20-30% of your portfolio, you may want to consider diversifying.

Holdings performance table

While not a chart, the holdings table provides detailed performance data:

Key columns

Column	Meaning
Value	Current market value
Gain/Loss	Dollar profit or loss
% Return	Percentage return
Today	Today's change

Sorting

Click column headers to sort:

• Click once for ascending
• Click again for descending
• Arrow indicates current sort

Identifying winners and losers

Sort by % Return to quickly see:

• Top performers — Your best investments
• Worst performers — Investments to review

Green numbers indicate gains, red indicates losses.

Using charts for decisions

Rebalancing

Use allocation charts to identify:

• Positions that have grown too large (take profits?)
• Positions that have shrunk (buy more?)
• Markets that are over or underweight

Trend analysis

Use performance charts to spot:

• Uptrends — Consistent growth over time
• Downtrends — Declining value
• Volatility — Large swings up and down
• Plateaus — Flat periods

Seasonal patterns

Look at 1-year view to identify:

• Historically strong months
• Weak periods
• Dividend payment clusters

Chart settings

Customise your chart experience:

• Chart type — Line or area
• Default range — Which time period shows by default
• Comparison — Add benchmark comparison (coming soon)

Access these in Settings > Display preferences.