Thirty-day move

The thirty-day move shows how a position's price has changed over roughly the last month.

It is a scanning tool. Sorting the holdings table by it answers "what has actually been happening lately", which is a different question from "what has done well", and a much better use of thirty days of data.

What it is not

Thirty days is a short window, and the number is best treated as a description rather than a signal.

It has no memory. A position down 4% over thirty days might be down 4% from a long climb or down 40% from a peak two months ago. The column cannot tell you which. The instrument chart can.

It ignores income. The move is a price change, so a position that paid a dividend during the window will look weaker than your actual return was. On a high yielding holding around an ex-dividend date, this is visible.

It is noisy. A month of price movement is mostly noise for most assets. Ranking a portfolio by it produces a leaderboard that reshuffles constantly and predicts very little.

Where it is useful

Two cases where a short window genuinely helps.

Explaining a change in your total. When the portfolio moved and you want to know which holdings drove it, sorting by this column finds them quickly.

Spotting something you had not noticed. A position that has moved sharply while you were not looking is worth knowing about, whichever direction it went.

For the same question over a period you choose rather than a fixed month, the Performance tab's return drivers show which positions produced the return and how many percentage points each contributed, across whatever window you have selected.

Centrally priced holdings

Anything Gylder prices daily, including securities, crypto and metals, has a genuine thirty-day move. Manual holdings valued from figures you typed do not, since their value only changes when you update it, and a move calculated from your own edits would say more about when you last logged in than about the asset.