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 or percentage return, depending on the chart mode
• X-axis — Time period
• Line/area — Your portfolio value or return 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)

Chart modes (transaction-based portfolios)

Transaction-based portfolios offer three chart modes, selectable via the toggle above the chart:

• Return (TWR) — Shows your true investment return as a percentage, removing the effect of deposits and withdrawals. This uses time-weighted return (TWR), the same method used by fund managers. Best for comparing your performance against benchmarks.
• Total value — Shows the actual dollar value of your portfolio over time, including the effect of deposits and withdrawals. Jumps in the chart reflect new money added or removed, not just market movements.
• Current holdings — Projects your current holdings backward using historical prices. Useful for seeing how today's portfolio would have performed in the past, but doesn't reflect what you actually owned at each point.

Cost basis portfolios only show "Current holdings" since they don't have transaction history.

Time ranges

Select different time periods to focus your analysis:

Range	Shows	Best for
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
3Y	Past 3 years	Medium-term trends
5Y	Past 5 years	Long-term trends

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

View allocation across sectors:

• 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
• Benchmark comparison — Compare your portfolio performance against a benchmark index (e.g. S&P 500, ASX 200, QQQ, or Bitcoin). The benchmark line appears as an overlay on your chart, making it easy to see whether you're outperforming or underperforming the market. Available for PRO users.

Access these in Settings > Display preferences.