True portfolio gains and analysis is something you commonly see with adviser solutions (which they strangely don’t always share with the client.) It’s a very painful process that requires a lot of price and corporate action gathering which in turn, a lot of platforms don’t want to pay for. This is why most platforms will give you an averaged book price versus the current price.
I’ve worked on a few solutions to handle gains tracking and breakdown, and it’s a nightmare. The biggest issue is no one can agree on what is most important. e.g. should your book price include all fees incurred in the transaction, personally I think yes but there are schools of thought that say this muddies the water in terms of seeing if you timed the market.
Then we have dividends, it’s incredibility difficult from a brokers perspective to know when incoming cash is a dividend payment or regular cash flow. This normally translates into brokers offering a cash flow view and a transaction view. If you ever see a broker where they offer two views of your activity, it’s normally because of the issues around cash into your custodian account versus trading/corporate action activity. You can map this but if you do automatic dividend reinvesting (I personally recommend you do unless you are in drawdown) it adds another wrinkle.
I’d recommend creating something custom to how you like to see your data. This is one of those situations where customers massively value this service, but outside of selling the data to advertisers and display ads, no one really pays for it. Meaning the data costs to do it properly kill most innovations. The firms that can afford to offer this service, it’s generally lower on the to do list due to complexity and cost.
I’m keen to see the suggestions in this thread! I’ll share any I come across.
Edit: Remembered the name of the new portfolio tracking solution which is been developed currently
With one person full time it does mean I’d expect them to be open to feedback. Seems the focus is on true tracking as well which is nice! I’m going to sign up and see how I find it.