Stacked "Cost Basis vs. Gains" Visualization for Investments (edited)

Travis H

The "Ask": Please add a toggle or a new chart view in the Investments/Balances tab that displays a Stacked Area Chart separating Cost Basis from Market Gains/Profits.

The Problem:Currently, the "Balances" chart only shows the total account value line. This is misleading for performance tracking because it treats deposits the same as investment growth.

• If I deposit $50k, the line goes up, looking like "success."
• I cannot easily distinguish between "money I put in" vs. "money my investments earned."

The Solution (See Attached Mockup):Since Simplifi already tracks the Cost Basis and Market Value for holdings, please visualize this data as a stacked chart.

• Layer 1 (Bottom): Total Cost Basis (The principal/cash invested).
• Layer 2 (Top): Total Gain/Profit (The market appreciation).

Why this is critical:For users focused on long-term wealth building, knowing the source of the net worth (savings vs. returns) is just as important as the total number. This is a standard view in many other portfolio tools and is a massive quality-of-life improvement for the Simplifi Investment dashboard.

Visual Reference:I have mocked up exactly how this should look in the attached image.

Coach Jon

Hello @Travis H,

Thank you for reaching out! I converted your post into an idea post, since it looks like that is what you were trying to do here. For more information on how to create idea posts we do have a great post you can read here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

-Coach Jon

DryHeat

This would be a big help.

It would also help if there would be a similar change to the Performance chart. Right now the performance graph line swings wildly if I purchase or sell equities, which tells me nothing about how those equities are actually performing.