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Re: Graphing NAV for account

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Posted by Michael K. Dawson on June 19, 1999 at 17:10:10:

In Reply to: Re: Graphing NAV for account posted by Mark on June 19, 1999 at 14:56:20:

: : Is there a way to graph the NAV of an account containing multiple stocks? I can graph individual stocks or overlay multiple stocks, but I would like one graph representing the NAV of the entire account over time.

: : Thanks

: Hello Michael,
: You can plot the "value" and various other value based figures of the portfolio versus time, but not the NAV. Not sure how meaningful the NAV of a portfolio would be? Would this just be the sum of all the share prices for
: each investment?

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:


I am not sure if you are familiar with the Motley Fool, but they advocate using a value per share accounting method to calculate returns.

http://www.fool.com/help/techsupport/porttrak20/bitoftheoryvps.htm

The Fools PortTrak doesn't work if you want to enter past transactions. When I saw the NAV graphs -- I thought that I was almost there.




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