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Can I see a performance history chart for my portfolio over time?

Yes - open Track and scroll down to the heatmap card (the one with your net worth change at the top). Use the icon toggle in the top-right of that card to switch from the heatmap view to the historical and expected performance chart of your portfolio.

For side-by-side performance comparisons, use Analysis & comparison to put your portfolio next to an index (S&P 500, NASDAQ, 60/40, Bond Index) or a draft portfolio.

Note: Historical performance is most accurate for connected accounts where transaction history has synced. For manually entered portfolios, the chart reflects market-value changes from the quantities you entered and the daily price refresh.

Last updated on
May 28, 2026

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