How far am I from my all-time high?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
You are -2,15% (a difference of -1.995,54 €) from your all‑time high reached on 29/08/2026.
Your portfolio all‑time high: 92.985,34 € on 2026-08-29
Current portfolio value: 90.983,96 €
Distance from all‑time high: -2,15%; -23.138,95 €
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.