Vyzer

The Trend Graph in Vyzer provides members with detailed insights into the value and performance of their investments. This feature is available across all filters and items (assets or liabilities) within the platform, offering a clear view of financial trends over time.

Displays value trends and Internal Rate of Return (IRR) over time.

Accessible for every item and filter in Vyzer, ensuring detailed visibility.

Select how you want to view portfolio allocations, such as by asset classes, subcategories, holding entities, custom asset classes, and more. Then, use the graph tab to visualize trends for each selected allocation.

- Displays value trends and Internal Rate of Return (IRR) over time.
- Accessible for every item and filter in Vyzer, ensuring detailed visibility.
- Select how you want to view portfolio allocations, such as by asset classes, subcategories, holding entities, custom asset classes, and more. Then, use the graph tab to visualize trends for each selected allocation.

Quickly assess performance with the Growth/Decline Percentage, a metric highlighting the percentage change for the selected period.

This percentage dynamically adjusts based on the timeframe you choose, offering precise calculations to show growth or decline.

- Quickly assess performance with the Growth/Decline Percentage, a metric highlighting the percentage change for the selected period.
- This percentage dynamically adjusts based on the timeframe you choose, offering precise calculations to show growth or decline.

Analyze trends over various periods with predefined options:

- YTD (Year-to-Date)
- 1Y (One Year)
- 3Y (Three Years)
- MAX (Maximum available data)

- Analyze trends over various periods with predefined options:
 - YTD (Year-to-Date)
 - 1Y (One Year)
 - 3Y (Three Years)
 - MAX (Maximum available data)

IRR Calculation: Calculations are based on the XIRR formula, ensuring accurate results.

Category Exceptions: For specific categories like liabilities (e.g., loans, credit cards), cash, and long-term savings, only value changes are displayed. IRR is not calculated for these categories.

Exclusions: Synced items and categories mentioned above are excluded from the overall IRR calculations.

- IRR Calculation: Calculations are based on the XIRR formula, ensuring accurate results.
- Category Exceptions: For specific categories like liabilities (e.g., loans, credit cards), cash, and long-term savings, only value changes are displayed. IRR is not calculated for these categories.
- Exclusions: Synced items and categories mentioned above are excluded from the overall IRR calculations.

Navigate to any item or filter in your portfolio.

Select the Trends tab to view your investment trends.

Choose a timeframe (YTD, 1Y, 3Y, or MAX) to adjust the graph.

Use the Allocate By feature to select how you want to view portfolio allocations, and explore the trends through the graph.

Hover over data points for detailed insights into the selected allocations.

1. Navigate to any item or filter in your portfolio.
2. Select the Trends tab to view your investment trends.
3. Choose a timeframe (YTD, 1Y, 3Y, or MAX) to adjust the graph.
4. Use the Allocate By feature to select how you want to view portfolio allocations, and explore the trends through the graph.
5. Hover over data points for detailed insights into the selected allocations.

Gain a clearer understanding of investment performance over time.

Identify growth trends and areas of decline with ease.

Customize your view to reflect specific configurations and preferences.

- Gain a clearer understanding of investment performance over time.
- Identify growth trends and areas of decline with ease.
- Customize your view to reflect specific configurations and preferences.

If you have further questions or need assistance, reach out to our support team. We’re always here to help!

Overview

Key Features

1. Interactive Trend Graph

2. Growth/Decline Percentage

3. Predefined Timeframes

Data Disclaimer

How to Use the Feature

Benefits

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