annual performance

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  • #54389

    A suggestion for a new feature:

    May I suggest to include a annual performance button so that with one click, we can generate a report or chart, showing annual performance figures of the strategy vs the annual performance of the benchmark (calendar year) every year?

    This will be very helpful to see the strategy’s performance year over year.

    The current History Range function is not very convenient to compare performance every year.


    Richard Thomas

    I agree. This would be very helpful.

    Petr Trauške

    I also agree. It givs better accountancy.


    Hi. I’m a trial user. Has this been implemented? I agree with the past posts that this would be helpful. This would enable a user to easily see the consistency of returns year-over-year. If this feature doesn’t exist, do you have suggestions on how to best create this report?


    No, there is just the chart, but you can select every year and see the difference to the benchmark. I think this is much better because by comparing the charts you can also judge risk / volatility

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