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itshukychen
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Adding the following series for "Statement of Assets"'s Chart in the appllication:

  • Capital gains (Accumulated and normal) - A sum of both unrealized and realized gains over time (daily granularity)
  • Unrealized capital gains (Accumulated and normal) - Unrealized gains over time (daily granularity)
  • Realized capital gains (Accumulated and normal) - Realized gains over time (daily granularity)

These sets support both derived (per security/accounts/taxonomy) or non-derived portfolio-wide option.

Attached some screenshorts of UI changes:
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FYI: Another change will be added on a separated PR to support short selling capital gains calculation both for this newly added graphs and for the "Performance Calculation" widget.

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