The typical difference between data in the main Table and Portfolio Analysis is that Portfolio Analysis computes a personal, or money-weighted, return instead of an investment-, or time-weighted, return. This means that the relative size of the portfolio at different times matters to Reporting but doesn’t matter to the main Table. In other words, the Table only shows returns for the current holdings, whereas the Portfolio Analysis facility shows returns with the entire portfolio history. For more information on analyzing portfolios in Stock Rover, see our help documentation.
