Investing

Is there a simple way to show 3 portfolios on a single linechart?

  • Last Updated:
  • Apr 6th, 2017 9:33 am
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[OP]
Deal Addict
Nov 12, 2008
1957 posts
371 upvotes
Aurora

Is there a simple way to show 3 portfolios on a single linechart?

Each portfolio will hold a handful of stocks.

Besides the initial investment (all on the same day), there will be no more buying or selling.

I'd like a line chart showing total value of each portfolio (not the individual stocks) from a pre-set date to today (or yesterday's closing).

I will be printing this chart often so ideally I can fire up some software, press "update" and print.

If it works good I'd like to add the CCP portfolio if possible.

I'm trying to use the software "JStock" but it's over my head.

Thanks.
3 replies
Deal Addict
Apr 22, 2014
3092 posts
457 upvotes
Oshawa, ON
Short answer yes. Solution is Excel.
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Deal Addict
Apr 22, 2014
3092 posts
457 upvotes
Oshawa, ON
Short answer yes. Solution is Excel.
signature removed for inappropriate content
Member
Nov 17, 2016
286 posts
176 upvotes
Take a look at Portfolio Slicer.
It will track multiple accounts as you want and will do much more than that - track ACB, dividends, daily/monthly/yearly changes.
Just a warning - it might not be very easy to setup!

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