Understand your performance
Once your trades are in, Metrifly shows you how your portfolio is doing — your value over time, your return broken down by source, how your money is spread, and how you stack up against the market. This collection helps you read those numbers and understand where they come from.
You’ll find the Performance pages in the sidebar once you select a single portfolio. Some pages also work in group mode.
Reading your numbers
Section titled “Reading your numbers”- Read your portfolio dashboard — your value chart and the capital, income, and currency breakdown of your return. Start here.
- See how your portfolio is performing — your headline returns, drawdown, and best and worst holdings.
- Check your allocation and diversification — where your capital sits, by sector, region, currency, and more.
- Compare your portfolio to a benchmark — measure yourself against a benchmark like the S&P 500 (SPY) or ASX 200.
Understanding the numbers
Section titled “Understanding the numbers”- How your return is calculated — a plain-English explainer of the capital, income, and currency breakdown.
- Why your return is different from your broker app — the usual reasons Metrifly’s number won’t match your broker’s, and what to check.