Returns Chart
The Returns Chart shows your portfolio's total value over time. It is the primary way to visualise how your investments have grown (or declined) and is available directly on your portfolio page.
Accessing the Chart
The returns chart appears on your portfolio page below the summary cards and above the holdings table.
How It Works
Metrifly takes a daily snapshot of your portfolio value. Each snapshot records:
- Total portfolio value (sum of all holdings at their market prices)
- Value in your portfolio's default currency (with FX conversion for foreign holdings)
These snapshots are plotted as a line chart, giving you a continuous picture of your portfolio's performance.
Date Range Presets
Use the preset buttons above the chart to change the time period:
| Preset | Shows |
|---|---|
| 7D | Last 7 days |
| 1M | Last 1 month |
| 3M | Last 3 months |
| 6M | Last 6 months |
| 1Y | Last 1 year |
| All | All available history since your first transaction |
Click a preset to instantly update the chart and the summary cards above it.
Reading the Chart
- X-axis -- Dates (automatically adjusts granularity based on the selected range: daily for short ranges, weekly/monthly for longer ranges)
- Y-axis -- Portfolio value in your default currency
- Hover -- Move your cursor over the chart to see the exact value and date at any point
Chart Tooltip
When you hover over the chart, a tooltip displays:
- Date -- Formatted according to the selected range
- Value -- Your portfolio's total value on that date
Summary Cards
The four summary cards above the chart show aggregated metrics:
| Card | Description |
|---|---|
| Portfolio Value | Current total portfolio value |
| Capital Gain | Total unrealised gain/loss from price movements |
| Income Return | Total confirmed dividend income |
| Total Return | Combined capital gain and income return |
These cards update when you change the date range preset.
What Affects the Chart
The portfolio value on any given day is determined by:
- Share quantities -- Based on all BUY and SELL transactions up to that date
- Market prices -- Closing prices for each holding on that date
- Exchange rates -- For holdings in foreign currencies, the FX rate on that date
This means the chart reflects both your trading activity and market movements.
When Snapshots Are Generated
- Metrifly generates snapshots daily via an automated background process
- When you import transactions, snapshots are generated for all historical dates going back to your earliest transaction
- New snapshots appear the day after a transaction is recorded
If you just created a portfolio or imported transactions, the chart may take a few minutes to populate while historical snapshots are generated. Refresh the page if the chart appears empty.
Troubleshooting
| Problem | Solution |
|---|---|
| Chart is empty | Snapshots may still be generating. Wait a few minutes and refresh. Ensure you have at least one confirmed BUY transaction. |
| Chart shows flat line | Market prices may not have been fetched yet for your holdings. This resolves automatically within 30 minutes. |
| Chart drops to zero | Check if you sold all holdings on a particular date. A zero-value snapshot is recorded when your portfolio has no open positions. |
| Gap in chart data | Snapshot generation may have been delayed. Gaps typically fill in within 24 hours. |
| Values differ from broker | Metrifly uses mid-market exchange rates and may use different market data sources than your broker. Small differences are expected. |
Related Guides
- Allocation -- Portfolio allocation donut chart
- Benchmark Comparison -- Compare returns against market indices
- Understanding Holdings -- How holding values are calculated