How to Find Your Best and Worst Performing Assets with the Top Performers Widget

Why Does Ranking Asset Performance Matter?

When you hold ten or twenty positions, it is easy to lose track of which assets are actually generating your returns. A diversified portfolio might show an overall gain of 12% — but if three positions returned 40% and the rest broke even, that changes the conversation about concentration risk and future allocation.

The Top Performers widget makes the ranking explicit. Instead of scanning a table and doing mental arithmetic, you see your best and worst performers sorted and ready to act on.

Diversification means some assets will always disappoint. Knowing which ones is half the battle.

What Does the Top Performers Widget Show?

The widget displays a ranked list of your holdings sorted by performance over the selected time period. It shows both the top performers (your biggest winners) and the bottom performers (your biggest losers) in the same view, so you can immediately compare the two ends of your portfolio.

Each entry shows the asset name, the return in your chosen metric, and a visual indicator so you can scan the ranking at a glance. The widget is compact enough to keep always visible on your dashboard without taking up too much space.

How Do You Configure the Top Performers Widget?

Three settings control the widget output. The portfolio filter selects which portfolios to include — useful if you want to rank assets within a specific broker account or strategy. The time period sets the performance window: you can compare performance over the last month, quarter, year, or since inception.

The metric setting is the most impactful choice. Percentage return ranks assets by how much they grew relative to their cost — fairer when comparing positions of different sizes. Absolute return ranks by how much they gained in your base currency — more relevant when you want to know what actually moved the needle on your total wealth.

How Many Assets Does the Widget Display?

You can set the limit from 1 to 10 assets per end of the ranking. A limit of 3 gives you the top 3 and bottom 3 — a tight snapshot. A limit of 10 gives you a broader view that is useful for portfolios with many positions.

For most investors, a limit of 3 to 5 is the sweet spot: enough to understand the shape of the portfolio without overwhelming the dashboard.

How Do You Use the Ranking to Improve Your Portfolio?

The top performers view is useful for three decisions. First, concentration check: if one or two assets dominate the top of the ranking and represent a large share of your portfolio, you may be taking more risk than you realize. A strong performer that has grown to 20% of your portfolio might warrant partial rebalancing.

Second, the bottom performers reveal candidates for tax loss harvesting — selling a losing position to realize a loss that offsets gains elsewhere. Third, consistent bottom performers over multiple periods are worth reviewing: is the thesis still valid, or has the position become deadweight?

What Is the Difference Between Percentage and Absolute Return?

A position that gained 2,000 EUR on a 5,000 EUR investment returned 40%. Another that gained 3,000 EUR on a 30,000 EUR investment returned only 10%. In percentage terms the first wins; in absolute terms the second contributed more to your wealth.

Switch to percentage return when you want to evaluate which assets are compounding most efficiently. Switch to absolute return when you want to know what actually drove your portfolio's performance in monetary terms. The widget lets you toggle between both views.

Can You Use the Widget Across Multiple Brokers?

Yes. If you have imported transactions from multiple brokers into DonkyCapital, all positions are visible in a single unified portfolio model. The Top Performers widget can rank across all of them at once, or you can use the portfolio filter to rank within a single broker account.

This multi-broker view is especially useful for investors who deliberately hold different strategies at different brokers: you can quickly see which strategy is performing best over any time period.

Frequently Asked Questions