> For the complete documentation index, see [llms.txt](https://docs.sterlinglabs.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sterlinglabs.co/portfolio/charts.md). # Charts The chart block on the Overview shows your book in one of three modes, chosen by what you select: the **value chart** of the whole book (with **Compare** overlays), the **Trades** chart of individual lots since purchase, and the **Positions** chart of individual holdings. ## The toolbar From left to right: the filters (**Type of asset**, **Sectors**, **Trades**, **Compare**), a chip bar summarizing what is selected with a remove control on each chip and **Clear all**, the range controls, the **USD / %** toggle, a badge showing the bar size in use, and **Maximize chart**. Press Escape to leave the maximized view. ## Ranges Choose **1D**, **7D**, **1M**, **6M**, **YTD**, **1Y**, or **MAX**, or open the calendar for a custom range. The calendar shows two months, disables future dates, and offers **End: Today** and **Apply**. With a custom range the trigger reads the dates, for example "Mar 3 — Apr 12, 2025," and no preset is highlighted. Bar size follows the window and appears as a badge: | Window | Bars | | ------------------------------------------- | ---------- | | One day or less | 1 minute | | More than one day, up to five days | 5 minutes | | More than five days, up to 30 days | 15 minutes | | More than 30 days, up to 180 days | 30 minutes | | More than 180 days, up to one year, and YTD | 1 hour | | More than one year | Daily | All charts show regular trading hours only. Pre-market and after-hours bars are left out. ## USD or percent The **USD / %** toggle applies to the value chart and to a positions or trades chart with a single line. Comparing, or charting two or more positions or lots, forces percent, and the toggle explains why when you hover. On the value chart, percent means the change in value since the first visible point, as a percentage of that starting value. It is not an investment return: a deposit moves it exactly as a gain would. Percent is unavailable when the starting value is under one dollar; select USD instead. ## The value chart The default view: the whole book as one line, with held securities on a total-return basis (dividends reinvested) plus U.S. dollar cash. Because history uses dividend-adjusted prices, older points are not the literal account balance on that day. * **Intraday.** 1D builds the day from the previous close and one-minute bars. On a weekend, a holiday, or before the open, the chart walks back up to seven days to the last session with data. * **Coloring.** A single line is shaded green or red against its opening value and ends in a dot. * **Cash-only accounts** draw a flat line at the cash balance. Cash in other currencies is not converted and does not join the line. * **Empty states.** "Not enough chart observations for this range yet" means the window has too few points; try a longer range or check back after the next update. With a filter active, "No series for this filter over the selected range" means the same for that filter. Deposits and withdrawals move the value line like gains and losses do. The chart shows what the book was worth, not how well it was invested. ## Comparing Open **Compare** to lay other lines over the book. Every line, including the book's own, is rebased to 0% at the left edge of the window, so the chart reads as a race. * **Any ticker.** Search for a symbol, held or not. 1D works. A symbol that cannot be found is left out without an error. * **Benchmark.** A curated list of index-tracking funds, including S\&P 500 and Nasdaq-100 trackers. * **Sectors and asset types.** Selecting a sector or an asset type in the filters adds a line for that slice of the book. In Compare, the book's own line covers securities only; cash is excluded so the comparison is like for like. A line that would be unreadable against the others moves to a second axis on the left, marked **left axis** in the legend. ## Charting positions Select rows in the Positions table, up to eight, to chart each holding's market value as its own line. One position shows in USD or percent; two or more are forced to percent. In USD the lines are not rebased, so the chart shows how much each position is worth over time and whether one is coming to dominate. Compare overlays can be added. Only holdings you currently own return a line; a position you have fully sold shows nothing. ## Charting trades Open **Trades** to chart individual lots since purchase. The picker lists every held interval as its own lot, so a full exit and a later re-entry are two entries, under **All**, **Held**, and **Sold** tabs. Search by ticker and select up to eight. Each is labeled with its ticker and purchase date; lots bought the same day add the time. Each line runs from that lot's purchase to its sale or to now, indexed to 0% at purchase. The range tabs give way to a fixed **Holding period**. With several lots, the lines share a "days since entry" axis with a break-even line. With one lot, USD or percent is available, shaded against the entry price. The trades chart is not live; it updates with the daily history. If the lots cannot be loaded, the chart reads **Couldn't load your holdings** with a **Retry** control. ## Explaining a range Drag across the value chart to select a window. A tooltip shows the start and end values and the change, with an **Explain** control. See [Explaining a move](/portfolio/explainer.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.sterlinglabs.co/portfolio/charts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. 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