In this post, I’ll demonstrate how to use Enso to analyse the performance of a hypothetical investment account. Starting from a daily valuation and transaction history, we’ll create a return series and convert it into an index to show monthly returns and statistics. The Input Data For this analysis, we have two input data files:…

It’s been a little while since I last posted, as the team and I at Enso have been hard at work on the new version of the app. We released version 2025.1 a couple of weeks ago with a huge number of new features and improvements. As anyone live in the UK will know, it…