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TrackMyWealth Documentation

website·Indexed 30 days ago

https://helps.trackmywealth.io

User guides for TrackMyWealth widgets, including KPIs, charts, and tables for portfolio tracking. Documentation covers tools for monitoring dividend calendars, profit and loss breakdowns, portfolio forecasts, unrealized capital gains, and market overviews.

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What's inside TrackMyWealth

  2. Understand the Dividend Income per Holding widget

    The Dividend Income per Holding widget visualizes the dividend income generated by individual stocks in a portfolio. It allows users to compare income contributions across different holdings over various time intervals (e.g., 1W, 3M, YTD, 1Y, Max). The widget displays the total dividend income for the selected period at the top in the user's chosen currency, with individual bars representing the income from each specific stock.

  3. Understand the Portfolio Holdings Widget

    The Portfolio Holdings Widget tracks investment performance by displaying the combined current market value and the original cost of stocks, funds, and other assets.

    Key data points include:

    • Current Market Value: The combined value of all assets based on the closing prices from the end of the previous day.
    • Cost Value: The initial amount invested in the holdings, serving as a baseline for performance comparison.

  6. Understand the Dividend Estimate Widget projections

    The Dividend Estimate Widget projects total dividend income for the current and subsequent years based on current dividend-yielding investments. It provides insights into future cash flows by calculating the estimated income for the next year and projecting growth for the following three years using the 5Y Dividend CAGR (Compound Annual Growth Rate).

  7. Understand the Portfolio Value Change Widget

    The Portfolio Value Change Widget visualizes the performance of individual holdings within a portfolio using a bar chart. It allows users to track percentage market value changes, percentage portfolio value changes, and absolute portfolio value changes in the user's specific currency over a selected time interval.

  10. Use the Market Overview widget to monitor market segments

    The Market Overview widget provides a snapshot of market performance across Indices, Futures, Bonds, and Forex. It features an interactive line chart that updates based on the selected segment and timeframe.

    Supported Timeframes:

    • 1D (1 Day)
    • 1M (1 Month)
    • 3M (3 Months)
    • 1Y (1 Year)
    • 5Y (5 Years)
    • All (entire historical data)

    Data Display Examples:

    • Indices: Dow 30, S&P 500, US 100, and UK 100.
    • Forex: EUR/USD, GBP/USD, USD/CHF, AUD/USD, and USD/CAD (includes exchange rates and percentage changes).

  11. Configure the Holdings Overview Chart Widget settings

    To modify the Holdings Overview Chart, click the settings icon. The following configuration options are available:

    General Settings

    • Allocation by: Define the grouping criteria. Options: Holding Type, Portfolio, Broker.
    • Value at: Set the basis for value calculation. Options: Market, Cost.
    • Data display: Choose the visualization format. Options: Both (Chart and Table), Chart, Table.
    • Label: Set the format for data labels. Options: Percent, Value, None.
    • Show Total Value: Toggle the visibility of the total value.

    Chart Settings

    • Chart type: Select the visual style. Options: Pie, Bar.

    Action Buttons

    • Save: Applies and saves changes.
    • Default: Resets settings to default values.
    • Cancel: Discards current changes.