Track a portfolio’s value over time and how each position’s share changes.
A portfolio’s total value alone does not explain how it got there.
This visualization helps answer:
Portfolio Development separates absolute value change from relative position share, making portfolio dynamics explicit.
This page consists of two linked charts:
Try it yourself
Use the interactive tool to explore the same concept with your own time range and settings.
Both charts describe the same portfolio, but from different perspectives.
Value (USD)
Share (%)
A position can grow in value while losing share if others grow faster.
You can view both charts as either stacked or individual lines.
Stacked view
Individual lines
Switching views reveals structure that a single chart cannot.
Use the Share (%) chart to observe:
Allocation changes here are mechanical — driven by price, not rebalancing.
This does not show trading history
It assumes static holdings throughout the period.
Rising share does not imply deliberate allocation
It reflects relative performance, not intent.
Autoscaling changes perspective, not results
It zooms the view but does not alter values.
Most useful for
Not suitable for
Choose a portfolio you previously defined.
All charts are derived from:
The Value chart shows absolute portfolio value over time, broken down by position.
Use it to:
The Share chart shows each position’s percentage of total portfolio value.
Use it to:
Toggle between:
Both views use the same data but emphasize different structure.
Enable autoscaling to remove the forced zero baseline.
This helps:
Autoscaling affects only visual framing.
