Performance reporting

We're looking to add reporting to Plannr that shows the real gains / losses of investments over time. Performance is often skewed by contributions or withdrawals by clients but these two formulas balance out the in-flows and out-flows of plans.

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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

ETA
Aug 08, 2025
Date

7 months ago

Author

Linear

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