All ideas
Main Portfolio - clarify date for holding value / Key Stats
Please change the label on Holding Value to emphasise it's as at the end date of the selected period. All of the other Key Stats are as of now so this is confusing - see image. Putting the date in the label would make it completely clear. Although the opposite could then be the problem, it needs to be apparent that the other stats are not as at the end of the period.