Balance history and the trend chart

The trend chart on the Investments page shows how your account balances have moved over time. Here's how it's built.

How the series is captured

MoneyVue records a balance snapshot each time SimpleFIN returns a new value for an account — typically once per day per account. Each snapshot includes the account, the timestamp, and the balance the broker reported.

The history table grows one row per account per day. Going back, the chart only has data for days where a snapshot was captured. New accounts start a fresh history on the day you connected them — there's no way to backfill broker history that we never saw.

Time ranges

The range buttons above the chart change the window:

• 1M / 3M / 6M / YTD / 1Y / All — common windows.

The chart re-fits its Y axis to the visible window, so a flat line on the 1Y view may show meaningful detail in the 1M view.

Performance vs. benchmarks

The page also shows your return alongside common market benchmarks (S&P 500, NASDAQ, etc.) so you can see how your investments are tracking compared to a broad index. The benchmark percentages are computed from public market data over the same window.

Gaps in the chart

You'll see flat sections where snapshots are missing — usually weekends, holidays, or days when SimpleFIN couldn't reach the broker. The chart interpolates straight across these gaps; the flat segment is not "no growth," it's "no data."

Manual accounts

For manual investment accounts, the history is whatever balances you've entered. Update the balance on the Settings → Accounts page to add a new snapshot.

FAQ

Why doesn't my history go back further? We only have data from the day you connected the account. SimpleFIN doesn't supply historical balances.

Why does the chart show today's value as different from my broker? Broker data feeds can lag the broker's website by a day. Re-sync tomorrow and they'll usually align.

Can I export the balance history? Yes — see Exporting your data.