We have just released the Compound (CAGR) calculation option in your portfolio settings.
This allows you to toggle between ‘Simple’ and ‘Compound’ depending on your preference.
Thanks Navarre,
Could you detail the calcualtion method for CAGR?
Would be nice to have this clearly understood vs simple
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With the return calculations, if I add to the investment today (e.g. double my holdings), rather than having a big effect on the return, is there a calculation option which takes into consideration the dollar-weighted average that the cash has been invested?