You can configure your portfolio with any of the following charts. Learn more about each type of chart here:
- Distribution Charts
- Exchange Chart
- Value Chart
- Summary Table
- Balances Chart
We are continually adding new charts and features. If you would like to suggest a particular chart type, please get in touch!
To add a new chart, select the "Add Chart" button at the bottom of your portfolio.
To modify an existing chart, select the Options menu (the gear icon), and select "Edit", or "Delete".