Treemap in Performance report

We added a treemap feature in the Performance report a few weeks ago. So I just thought it will be good to have a post here if you have any general question or feedback about it.

The treemap is a visualisation tool that make it easier for you to understand how a portfolio has performed over a time period.

How to interpret the treemap

Total Size: The treemap total size represents the total portfolio value (as of selected end date).

Hierarchy: Holdings in the treemap is organised in descending order from left to right, top to bottom based on the respective holding’s market value (in Do not group settings). When a grouping is applied to the report (industry classification in the example below), each category are organised in the same hierarchy. This is also the same for holdings nested within each category.

Proportional Representation: The size of each rectangle within the treemap is proportional to the value it represents relative to the total size of the treemap. This means holdings with larger market value are represented by larger rectangles, and ones with smaller market values are represented by smaller rectangles. So if a holding makes up 20% of the portfolio, the size of the rectangle will take up 20% of the treemap total size. And this applies to grouping too - larger industries, markets or sectors are represented by larger rectangles.

Clicking on a particular category lets you zoom into that category.

Color shades: The color of each rectangle represent the total return percentage change. Green denote positive return, red denote negative return, whereas grey denote little to no change. The shade of green or red represent the magnitude of the return. A darker green has a higher percentage return than a lighter green, vice versa for red.

1 Like

Is it possible to exclude this report when exporting the Performance report to PDF?

Hi @JoelC not at the moment, but I can pass this to the dev. Is this because the treemap doesn’t look good on B&W or just irrelevant?

This is a heat map not a tree map. Simply Wall Street has a far superior tree

@ed1alvarez it is a heat map because it uses colour gradient to depicts the magnitude of gains/losses; it is also a tree map because of nested rectangles. We have to pick one, tree-heat map or heat-tree map doesn’t sound good.