ROI Charts

How to use the ROI Tool

Whereas Accounts are self-contained and fully independent (mini portfolio trackers all to themselves), the ROI tool pulls data from all your accounts to display your across your entire portfolio.

The ROI tool aggregates the data from the Snapshots you take in your accounts and plots this data on charts, each giving you a different representation of your portfolio's performance over time.

In addition, the ROI tool plots the performance of important benchmarks so you can compare your portfolio's performance against them. You can even add custom benchmarks to some of the charts.

Here's an overview of each chart:

Portfolio ROI VS Benchmarks' ROI

Portfolio VS Benchmarks

This chart plots your portfolio’s ROI (in dollar terms) and compares it to the ROI of benchmarks of your choosing.

To toggle on and off a benchmark's line on the chart, simply check or uncheck the checkbox next to the name of the benchmark.

Toggling benchmarks on and off

You change the custom benchmarks by entering different tickers in the lighter cells. To add indices as custom benchmarks, enter the ticker of an ETF that tracks the desired index (SPDR ETFs are a great option).

Adding NVDA as a custom benchmark

Portfolio ROI (against USD, BTC & ETH)

Portfolio's ROI VS USD, BTC, & ETH Chart

This chart plots your portfolio’s ROI against the US dollar (like the first chart) and compares it to your portfolio’s ROI against BTC and against ETH.

This is done by tracking the cost of your portfolio in BTC and ETH terms (in addition to its USD cost). When you add or remove capital to your accounts using the Cost of Account tables, the smol Portfolio Tracker records these amounts in BTC and ETH terms (using the conversation rate applicable on the date of these events), in addition to the USD amounts.

Tip: Tracking the ROI of your portfolio in BTC and ETH terms may be a more relevant metric if you are holding assets you consider more risky or more volatile than BTC and ETH (most ALTS for example).

E.g., when the price of BTC goes up faster than that of your holdings, you will see your portfolio’s ROI VS BTC drop, meaning that your portfolio is currently “bleeding” against Bitcoin.

This chart can quickly tell you if holding these riskier assets is worth it or if you would have done better simply holding Bitcoin and Ethereum.

You can toggle the BTC and ETH lines by checking or unchecking the checkboxes next to these tickers in the left-side panel.

Portfolio’s Value in USD, BTC, & ETH Terms

Portfolio's Historical Value denominated in USD, BTC, & ETH.

This chart plots your portfolio’s historical value denominated in USD on the left-sided Y axis, it’s historical value denominated in ETH on the right-sided Y axis, and it’s historical value denominated in BTC on either sides, depending on which other currencies are selected.

This chart gives you yet another way to measure your portfolio's performance

Tip: There will be time when your portfolio's value is going up in USD terms, but down in BTC terms. Or up in BTC terms but down in USD terms, etc. Keeping an eye on these fluctuations can be useful when trying to time big shifts in the cycle.

You can toggle the USD, BTC and ETH lines by checking or unchecking the checkboxes next to these tickers in the left-side panel.

If there are more charts you'd like to see added to the ROI tool, let us know!