I find it confusing that, as I toggle the “Open & Closed Positions” setting, the Summary gets updated but the Graph does not. As a new user, I expected that either…
a. Both are updated every time.
b. Both reflect global performance always and are unaffected by the setting.
I’d be happy with both a or b in terms of consistency and usability, but I find b much more useful. Let me explain why…
Most of the time I want only my currently open positions visible and it’s only some times that I want to browse past positions, but my performance for a period should reflect what I invested in during that period, regardless of whether I’ve sold some positions since the beginning of the period. Seing a performance figure for only currently open positions is meaningless to me and can only lead me to mistake that with my actual performance during the period.