Maximize Portfolio Insights with Pro Stock Tracker's Performance Report

Are you an investor looking to truly understand how your investments are performing? Do you want to go beyond simple "buy and sell" metrics to uncover the deeper story behind your portfolio's growth? Look no further than Pro Stock Tracker's Performance Report.

This powerful tool empowers you to analyse your investment returns with unparalleled clarity and depth, providing insights that can help you make informed decisions and optimize your investment strategy.

Beyond basic metrics

Don't settle for a superficial snapshot of your investments. Most brokers only scratch the surface, focusing on daily price changes and capital gains calculated from the purchase date. Pro Stock Tracker's Performance Report offers a comprehensive, money-weighted analysis that delves deep into the factors that truly drive your portfolio's growth.

Here's how we go beyond the basics:

• Comprehensive return calculation: We don't just track capital gains. Our performance calculations factor in dividend and distribution income, currency fluctuations, and brokerage fees, providing a holistic view of your true returns.
• Money-weighted returns: Pro Stock Tracker uses the sophisticated Money-Weighted Return (MWRR) methodology, specifically a variation of the Modified Dietz method, to give you the most accurate and reliable picture of your portfolio's performance. This approach avoids the pitfalls of extrapolating short-term volatility and provides sound results even with varying cash flows.
• Corporate actions: We automatically factor in corporate actions like dividends, stock splits, reverse splits, bonuses, share cancellations, capital calls, and return of capital, ensuring accurate and up-to-date performance figures.
• Reinvestment tracking: Easily track the impact of dividend reinvestment plans (DRPs) on your portfolio's growth.
• Annualized & cumulative views: Choose to see your returns on an annualized basis for comparison across different time periods or different investments – regardless of how long each was held. View cumulative returns for a complete picture of your overall growth.
• Granular breakdown: Analyse your total return in detail, broken down into capital gains, dividend gains, and currency gains, so you can pinpoint precisely where your returns are coming from.

By considering all these factors, Pro Stock Tracker's Performance Report gives you a level of insight that traditional broker reports simply can't match. You'll gain a deeper understanding of your portfolio's true performance, and a clear understanding of how your capital allocation has performed throughout your investment journey.

Key benefits

Pro Stock Tracker's Performance Report offers a wide array of benefits that empower you to take control of your investments:

• Actionable insights at a glance: The Performance Report's table delivers a wealth of data in an easy-to-understand format. Quickly assess the value, gains, and returns of each holding and group, enabling you to identify opportunities and make data-driven decisions.
• Customizable timeframes: Analyse your performance over any period you choose, whether it's the last seven days, the past year, or a custom date range that aligns with your investment goals.
• Total vs active investments: Choose to view the performance of all investments you've held during the period ("Total Investments") or only those you still own at the end of the period ("Active Investments"). This flexibility allows for different types of analysis.
• Grouping options: Organize your holdings by market, country, currency, sector, industry, or asset class to identify trends and compare performance across different categories. Or, view them as a single, ungrouped list for a complete overview.
• Visual representation: The interactive chart allows you to visualize your portfolio's value or return over time, helping you grasp trends and patterns at a glance. Choose to see your total portfolio performance or drill down into specific groups to assess their individual impact.
• Annualized vs cumulative returns: Select whether you want to see your returns expressed as annualized percentages (compounded average annual growth rate) or cumulative percentages (total growth over the period).
• Monetary and percentage views: Toggle between viewing your returns in monetary terms (e.g., dollars, euros) or as percentages for a different perspective on your portfolio's growth.
• Export for further analysis: Easily download your performance data in a CSV file format, making it convenient to analyse your portfolio's performance in other tools or spreadsheets.

Why it matters

Understanding your portfolio's performance is essential for making informed investment decisions. Pro Stock Tracker's Performance Report equips you with the knowledge you need to:

• Identify your best and worst-performing investments.
• Evaluate the impact of different asset classes or markets on your overall returns.
• Identify trends and opportunities for growth over time.
• Make data-driven decisions to optimize your portfolio strategy.

Don't settle for a superficial view of your investments. Take control of your financial future with Pro Stock Tracker's Performance Report and unlock the full potential of your portfolio.

Want more information?

Visit our Learn page for more detailed instructions, or start your free trial now to experience the benefits first-hand.

Elevate your investment insights with Pro Stock Tracker

Ready to gain a deeper understanding of your portfolio's performance? Join the growing community of investors who are using Pro Stock Tracker to optimize their investment strategies and achieve their financial goals. Sign up today and unlock the power of:

• Comprehensive tracking: Seamlessly monitor your stocks, ETFs, forex, cryptocurrencies, bonds, and mutual funds across 86 global exchanges – all in one place.
• 30+ years of historical data: Gain unparalleled insights backed by our robust historical data infrastructure.
• Automated accuracy: Ensure your financial information is always up-to-date with automatic dividend and corporate action synchronization.
• Powerful analytics: Access a suite of advanced tools, from in-depth performance reports to portfolio diversification and comparison analyses.

Don't miss out on the opportunity to make informed, data-driven decisions that can transform your investment journey. Sign up for a free account today and experience the difference Pro Stock Tracker can make for your portfolio.