Re: Graphing NAV for account

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In Reply to: Re: Graphing NAV for account posted by Mark on June 19, 1999 at 20:02:18:

: : : : 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.

: Hi Michael,
: FM calculates Return On Investment (ROI) yields for your portfolio. This
: gives an accurate value for the return of your whole portfolio.
: This calculation factors in all of your transactions, what price
: you paid/received for each one, and the ending value. This is basically a
: weighted ROI of each of the individual investments.

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

Mark,

Thanks for your help thusfar. I guess what I really want to do is graph the portfolio's ROI vs the S&P 500 or NASDAQ. I would like to able to look at results YTD, Last Year, 2Years ago. Basically I want to see how well I am doing against the averages.

Also in the ROI yield reports is there a way to set the dates so that it returns YTD, Last Year, etc. instead of 3M, 6M, etc.

Thanks

Replies:

• Re: Graphing NAV for account Mark 10:14:25 6/20/99 (0)