Overview
A FAST Graphs portfolio starts out simple: a watchlist of tickers with optional buy/sell transactions plotted on the historical chart. Making the portfolio advanced unlocks a second layer of analytics that treats it like a real investment account, with detailed performance, income, and diversification tracking.
What it adds. A portfolio growth chart with net-investment baseline, XIRR, dividend income tracking, sector and asset-allocation breakdowns, top movers, a portfolio event feed, and a Net Investment Audit.
Who it is for. Premium subscribers. Each Premium subscription includes up to five advanced portfolios, and any broker-connected portfolio you create counts toward that five.
Where you find it. You can pick Advanced as the portfolio type when you create a new portfolio, or convert an existing portfolio later from the Actions menu inside it (or from the actions menu on the portfolio's row in the list).
Tip: Upgrading an existing simple portfolio to advanced is non-destructive. All of your existing tickers and transactions stay in place; FAST Graphs simply layers the additional analytics on top.
Getting Started
Create a New Portfolio as Advanced
Open Portfolios in the left sidebar and click Create portfolio.
On the first step of the creation wizard, pick the Advanced card. Underneath the card, FAST Graphs shows how many advanced slots you have left.
Continue through the wizard the same way you would for a simple portfolio: name, base currency, and your chosen starting method (manual, CSV import, or paste from the clipboard).
When the portfolio opens, the advanced layout (Summary dashboard, Income tab, Net Investment Audit) is already in place.
If the Advanced card shows an upgrade prompt instead of slot count, your current plan does not include advanced portfolios. If it shows that you have reached the limit, delete one you no longer need to free a slot.
What You Get
Summary Tab
The Summary tab is the default view for an advanced portfolio. It is built from a persistent header and a stack of analytics blocks above the holdings table.
Top-of-page summary
The header sits above the tab buttons and stays visible whether you are looking at Summary, Holdings, Income, or any other tab.
Account / Equity / Mutual Funds & ETFs value. The portfolio's current market value at last close, shown in the portfolio's base currency. If your portfolio holds more than one asset class, a segment toggle (Account, Equities, Mutual Funds & ETFs) lets you slice the page by that segment.
Day change. A colored chip next to the value showing how much the portfolio moved in dollars and percent since the previous close.
Net invested. The portfolio's net investment to date, shown directly below the value as an underlined link. Click it to open the Net Investment Audit drawer.
Available Cash. Only appears if your portfolio has a recorded cash balance. Shows the cash amount and the percentage of the account it represents.
Current yield. Your portfolio's current dividend yield. On advanced portfolios this also shows Projected income in dollars (annual dividends at the current rate).
Broker badge. If the portfolio is broker-connected, the broker logo and connection status (Connected or Resync required) appear at the right edge.
Portfolio Growth and Value Change
The first block below the holdings warning row pairs a chart on the right with a Portfolio value change panel on the left.
The chart, titled Portfolio growth (Equities, ETFs and Mutual Funds), plots the combined market value of your equities, ETFs, and mutual funds over time, with a reference line showing your net investment so you can see how returns stack against money in.
The metrics panel beside the chart lists, in order:
Current Value — Market value of the segment at last close.
Net investment — Total deposits (buys) minus withdrawals (sells and dividends received).
Return — The dollar gain or loss relative to net investment.
Total Return — The same figure as a percentage, shown in green or red.
XIRR — Annualized internal rate of return, accounting for the timing of every cash flow. Hidden for portfolio aggregates. Shows
…while a recalculation is running, andN/Auntil you have enough transactions for the calculation to be meaningful.Income earned — Total dividends and interest received in the portfolio's currency.
Inception date — The date of the portfolio's first recorded transaction. Shows an em dash if no transactions exist yet.
Each label has a tooltip (the small info icon) that explains how the metric is calculated. Tooltips can be turned on or off using the Show tooltips toggle in the Actions menu.
Movers
Below the growth block, the Movers section ranks your holdings by recent activity. On a wide screen all three tables show side by side. On narrower screens, a toggle lets you flip between them.
Top gainers. Up to 5 holdings with the largest positive change since the previous close. Each row shows the ticker, a snapshot icon (click it to open the FAST Graphs snapshot view), the current price, and the percent change.
Top losers. Up to 5 holdings with the largest negative change since the previous close, in the same format.
Top traded. Up to 5 holdings ranked by current trading volume, with volume and percent change versus average.
If a section has no qualifying rows (for example, no losers on a strong day), it shows "No data to show."
Asset Allocation / Sector Diversification
Two buttons above this block (Asset allocation and Sector Diversification) switch between two views of your diversification:
Asset allocation. Splits the portfolio across equities, mutual funds and ETFs, and cash.
Sector Diversification. Splits the portfolio across the standard GICS sectors.
Each view shows two charts together: a pie chart on top (or to the left, depending on your screen) and a bubble chart underneath, where bubble size represents market value within the selected breakdown. The two charts always reflect the same selection.
Weighting
A doughnut chart titled Weighting showing the relative size of each holding by market value. Hover any slice to see the ticker name and weighting percentage.
Portfolio Event Feed
A scrollable list titled Portfolio event feed showing recent SEC filings for the companies you hold. Each row shows:
The ticker.
The filing document name (for example, 10-K, 10-Q, 8-K).
The filing date.
Click any row to open the filing document in a new tab. If none of your holdings have recent filings, the panel shows "No data to show."
Holdings Table
Below all of the advanced blocks, the Holdings table lists every position in the portfolio. The table itself works the same as in a simple portfolio (search, sort, drag-to-reorder columns), but on an advanced portfolio its data is fully populated: gain/loss, return percentages, weighting, and yield columns now reflect transaction-aware calculations rather than just last-trade values.
XIRR (Internal Rate of Return)
XIRR is a time-weighted return calculation that accounts for the timing and size of every cash flow into and out of the portfolio. Because XIRR depends on transactions, it only appears once your portfolio has buys and sells recorded. Add or import them through the Transactions flow.
XIRR updates automatically after FAST Graphs finishes processing newly added or imported transactions. While the calculation is running you may see a "data is currently being processed" banner; the page is safe to navigate during this time.
Net Investment Audit
The Net invested value in the page header is clickable. Click it to open the Net investment drawer from the right side of the screen. It shows the formula behind the figure at the top:
Deposits − Withdrawals = Net Investment
The footnote underneath clarifies the convention: "Each buy is assumed to be a deposit, while each sell and dividend is assumed to be a withdrawal."
Inside the drawer you will find:
One expandable row per holding, with separate buy, sell, and dividend subtotals.
A running tally column showing each holding's contribution to the portfolio's net investment.
Expand all and Collapse all buttons for quickly auditing every position.
A portfolio-level total at the bottom.
This is the cleanest way to reconcile a number that looks off, or to understand why a holding's net investment differs from its current cost basis.
Income Tab
Advanced portfolios get a dedicated Income tab focused on dividends. It includes:
Income growth chart. A historical view of dividend income year over year.
Monthly breakdown. A bar chart and table of dividend income by month, with a year selector. Each month shows received, estimated remaining, and total amounts.
Income holdings table. One row per dividend payer, with received income, estimated remaining, total, cost basis, annual dividend rate, yield on cost, current yield, 5-year dividend growth, dividend streak, payout ratio, growth consistency, and safety score.
Dividend calendar. Upcoming dividend payments by date, ticker, and amount.
Per-ticker monthly breakdown. Drill into a specific holding to see when each payment was received during the year.
The Income tab only appears on advanced portfolios. For a video walkthrough, see Advanced Portfolios – Income Section.
Custom Views and Other Premium Features
Custom column views, transaction import, and broker connections all become more useful on an advanced portfolio because the data they surface (XIRR, dividend yields, return percentages) is calculated for you. The features themselves are part of the broader Premium plan and are documented separately:
Portfolio Actions Tab covers the full Actions menu (add tickers, add transactions, import, export, edit, delete).
Transactions covers adding, editing, and importing buys and sells.
Broker Connections Explained covers wiring a real brokerage account in.
Portfolio Aggregates covers rolling several advanced portfolios up into one combined view.
Limits and Subscription Tier
Advanced portfolios are a Premium feature. The current limits are:
Plan | Simple portfolios | Advanced portfolios |
Free / Basic | Up to 3 | Not available |
Premium | Unlimited | Up to 50 |
A few things to know about the limit:
Broker-connected portfolios count. Each portfolio you create through a broker connection is automatically advanced and uses one of your 50 slots.
Demoting is not currently supported. Once a portfolio is advanced, the Actions menu does not offer a "Make simple" option. To free up a slot, delete the portfolio (see How To Delete A Portfolio).
Tips and Best Practices
Add transactions before you check XIRR. XIRR is meaningless without recorded buys and sells. If the metric shows as N/A, it is because the portfolio has no transactions yet.
Use the Net Investment Audit when numbers look surprising. It is the fastest way to figure out why net invested differs from a holding's cost basis: usually a dividend, a partial sell, or an old buy at a different price.
Roll multiple advanced portfolios up. If you have two or three advanced portfolios that represent the same overall strategy, build a portfolio aggregate so you can see the combined picture without creating a new portfolio.
Combine with broker connections for hands-off tracking. A broker-connected portfolio is automatically advanced and stays in sync with your real account at the end of each trading day.
Save a custom view. With XIRR, yield on cost, and dividend metrics available, custom views let you pin the columns you actually care about.
Frequently Asked Questions
Q: Why does my XIRR show as N/A?
A: XIRR requires at least a couple of recorded transactions to be calculable. Once you add buys (and ideally sells) through the Transactions flow, XIRR populates automatically.
Q: Why is my net investment different from my cost basis?
A: Net investment is deposits minus withdrawals (where dividends count as withdrawals). Cost basis only counts buys and sells. Click the Net invested metric to open the Net Investment Audit drawer for the line-by-line breakdown.
Q: Do broker-connected portfolios count toward my five advanced portfolios?
A: Yes. Every broker-connected portfolio is advanced and uses one of the five slots.
Q: Can I have advanced portfolios on a Free or Basic plan?
A: No. Advanced portfolios are part of the Premium subscription.
Q: Can I include an advanced portfolio in a portfolio aggregate?
A: Yes. Aggregates roll up advanced portfolios only. See Portfolio Aggregates for how to combine several advanced portfolios into one view.
Troubleshooting
Issue | Solution |
The Income tab is missing. | The Income tab only appears for advanced portfolios. |
XIRR, total return, or income shows as N/A. | These metrics depend on transactions. Add buys and sells through the Transactions flow. |
A "data is currently being processed" banner is showing. | FAST Graphs is finishing the advanced calculations after a recent transaction change. You can keep using the app; the metrics will refresh automatically. |
The advanced sections are blank or "no data". | The portfolio probably has no holdings yet, or all holdings have zero shares. Add positions through the underlying portfolio. |
I can see advanced data on someone else's portfolio but not my own. | Premium preset portfolios in FAST Graphs are advanced by default. To unlock advanced features on your own portfolios you need a Premium plan. |
Related Articles
Portfolios Explained — Simple vs. advanced overview.
Portfolio Actions Tab — Every option in the Actions menu.
Transactions — Adding, editing, and importing buys and sells.
Open Positions Toggle — Hiding closed positions across all tables.
How To Delete A Portfolio — Permanently removing a portfolio (and freeing an advanced slot).
Broker Connections Explained — Connecting a real brokerage account.
The Broker Manager — Managing broker connections.
Portfolio Aggregates — Rolling multiple advanced portfolios up into one view.
Advanced Portfolios – Income Section — Video walkthrough of the Income tab.