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Why don't you use getquin's performance analysis and heatmaps? :)
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@christian In fact, primarily habit and the possibility to really configure everything manually (For many probably a nightmare :D). Portfolio Performance I therefore already use since 2016 and have configured the program exactly so that it represents the optimal view for me. If screenshots from other programs are not desired, but I can of course understand.
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Would love to do that too, if you could cleanly include a clearing account - just to name one option where PP has a head start.
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@Mister_ultra No problem with the screenshots, just asked to know if something is missing or not working for us :). PS: Nice portfolio!
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@randomdude Yes - Cash import we need to improve and we are already on it.
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@D-Duck But does PP offer live prices? Or what exactly is better solved there?
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@christian For example, it would also be nice to be able to see the heatmap not only quarterly but also monthly on the cell phone.
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•@christian All right, got it! I can also only join @D-Duck! You do a super good job and I am mega happy that this platform exists. That's why I like to use both: - getquin for sharing, on mobile and for a nice, efficient display - PP I use on PC and to generate a very individual view (e.g. the possibility to categorize stocks into sectors that are logical for me, heatmaps that show only certain parts of the portfolio,...). But of course all connected with manual work and focus on things that are probably not important for many people
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@christian maybe because you need Getquin Premium for the heatmap view and PP offers it for free 🤷🏻♂️
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•@christian No, PP does not have the live prices and they are really ingenious at gq. However, what is better solved in PP: a) The clearing account with all performance-relevant details such as fee and tax credits, b) Generally the topic of accuracy (e.g. decimal places for fractions and c) Consideration of all performance-relevant factors in the chart display. The possibility to show the performance of a portfolio really comprehensively would also bring new aspects to this community in terms of content. Often only single trades are shown here. This is quite nice, but if over a long time 80% of the assets are on the clearing account, this contributes little to wealth creation. If you had a comprehensive view in the app, that would broaden the view.
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