Compare Your Portfolio Performance with Indices and Securities
With the release of the Markets page at the beginning of the year, we gave you the ability to compare the performance of different securities or indices with each other. Through the feature voting of our subscribers, it quickly became clear that your own portfolio should also be included in the comparison.
With today's update, we are implementing this feature request for our Plus and Investor users. As of now, you can compare your own portfolio with up to 5 securities or indices. This way, you can see at a glance how your portfolio performs in comparison.
How to Compare Your Portfolio's Performance
You can find the new feature in your Portfolio Dashboard under the "Performance" tab. There you will find some suggested indices below the Performance Chart, which you can easily add to the comparison with a click. The performance of the comparison index is automatically displayed in the chart. Using the search icon, you can also add any securities and indices available on Parqet to the comparison. You can compare up to five values simultaneously. The most recently used comparisons are saved in your profile 👌
Use the TTWROR for a What-If Comparison
With the release of the TTWROR as an additional performance metric, Parqet subscribers also have the option to perform a "what-if" comparison. Unlike the direct comparison of returns, the TTWROR shows the pure performance of a portfolio independent of transactions.
As mentioned at the beginning, the comparison function is now available to all Plus and Investor subscribers. If you are not yet a Parqet Plus member, you can test the Plus benefits for free for 14 days.
Share Your Feedback in the Community
The performance comparison is extremely fun for us on the team, and we already have some ideas on how we can expand the comparison with additional features. Until then, we look forward to your feedback, suggestions, or bug reports in the community!
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