Closed positions in return calculations

The portfolio page does not cater for closed positions in a useful way. When the closed positions are hidden the portfolio return summaries do not include them - this is not accurate as closed positions are part of portfolio returns.

It would be much better if you can hide the closed positions so they don’t show up in the holdings table but still have them counted as part of the portfolio returns calculations.

Perhaps also a way to show gains and losses relating only to closed postions would be useful as well.

I see this is a high priority feature to ensure you can accurately track returns whilst only needing to see open positions on the page.

Hey @person8888 we will be working on this one shortly to hide closed positions but include them in the performance.

Will update here once it is live.

Hey @person8888 this is now live!

Check it out and let us know what you think.