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[GH-ISSUE #4228] [Feature] Custom Report (Line chart) for daily balance for stock/investment accounts #50911

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opened 2026-04-30 16:41:19 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-30 16:41:19 -05:00
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Originally created by @DjAnu on GitHub (Jan 23, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4228

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Can we have an option in custom reports to plot a line chart for daily balances. It would be great to track performances of investment accounts, specially stock accounts. Something similar to what we see like on Robinhood App dashboard. This is the only missing feature at the moment needing me to sign into all investment accounts periodically to monitor the performance. Would also be great to see trends over days, months or years like most of investment accounts provide.

I had posted this on Discord channel as a question https://discord.com/channels/937901803608096828/1317249717855453236

TIA.

Describe your ideal solution to this problem

Not a programmer, Seeking help

Teaching and learning

I am sure, this feature would be of interest for a large user base.

Originally created by @DjAnu on GitHub (Jan 23, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4228 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Can we have an option in custom reports to plot a line chart for daily balances. It would be great to track performances of investment accounts, specially stock accounts. Something similar to what we see like on Robinhood App dashboard. This is the only missing feature at the moment needing me to sign into all investment accounts periodically to monitor the performance. Would also be great to see trends over days, months or years like most of investment accounts provide. I had posted this on Discord channel as a question https://discord.com/channels/937901803608096828/1317249717855453236 TIA. ### Describe your ideal solution to this problem Not a programmer, Seeking help ### Teaching and learning I am sure, this feature would be of interest for a large user base.
GiteaMirror commented 2026-04-30 16:41:21 -05:00
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@github-actions[bot] commented on GitHub (Jan 23, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2611051673 --> @github-actions[bot] commented on GitHub (Jan 23, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-30 16:41:21 -05:00
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@youngcw commented on GitHub (Jan 23, 2025):

Duplicate of #4226. Closing

<!-- gh-comment-id:2611054613 --> @youngcw commented on GitHub (Jan 23, 2025): Duplicate of #4226. Closing
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