Chart
The Chart tab plots your net worth over time, with optional lines for assets, liabilities, cost, cumulative income, and your benchmark — over any range from last week to since inception.
Where the Dashboard gives you a number, the Chart gives you the shape of it. It plots your Net Worth across a period you choose, and lets you lay other lines over the top to see what drove the movement.
How it works
The chart opens showing a single line — your net worth — with a totals strip above it. Everything is drawn in whichever currency you've picked in the top bar.
The lines you can add
Click a name in the legend to turn a line on or off.
| Line | What it plots |
|---|---|
| Net Worth | Your total net worth. Shown by default. |
| Assets | Everything you own, over time. |
| Liabilities | Everything you owe, over time. |
| Cost | What you paid, so you can see it against current value. |
| Benchmark | The benchmarks you've selected, for comparison. |
| Cumulative Income | Income accumulated across the period. |
Three of these — Assets, Liabilities, and Benchmark — are fetched the first time you switch them on, so expect a brief pause before the line appears.
Cumulative Income is shown on its own. Turning it on hides every other line, and turning any other line on switches it back off. It's designed to be read by itself rather than layered with the rest.
Your choice of lines lasts as long as the browser tab. Close the tab and the chart returns to showing net worth only.
Choosing a time range
Buttons above the chart set the period: Last Week, Last Month, Last Quarter, Last Year, Last 12 Months, and Since Inception. The calendar icon opens a custom range — you can pick any window up to today.
Intraday and Yesterday/Last Close aren't available on the Chart. If either is selected elsewhere, the chart falls back to Last 12 Months, because a single day doesn't plot a meaningful line.
Using it
Reading a point in time
Hover anywhere on the chart. The tooltip shows that date and the value of every line you currently have switched on, in your selected currency.
Downloading the chart
The download button at the top right of the chart offers PNG, JPEG, SVG, and CSV.
The three image formats save the chart as you've currently configured it — same lines, same range. CSV gives you the underlying numbers instead, which is the one to use if you want to work with the data in a spreadsheet. Files are named Annise_Value_ followed by today's date.
Troubleshooting
There's no history to plot yet. Once you've connected an account or added a holding, Annise begins building the history the chart draws from.
You most likely had Cumulative Income showing. It displays on its own — switching on any other line turns it off, and vice versa.
You haven't selected any benchmarks yet. Set them under Settings → Benchmarks, then switch the line back on.
Intraday and Yesterday/Last Close aren't plottable ranges. The chart substitutes Last 12 Months. Use the Performance card on the Dashboard for same-day movement.
Line selections last for the browser tab session. Closing the tab or opening Annise in a new one starts from the default view.