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Graphical Snapshot of Investments
Does anyone have suggestions on graphs for tracking the
returns of your stock
portfolio, perhaps for 6-month time periods. I'm looking
for something that can give a quick snapshot look at how our
portfolio is doing. I can enter the valuation data each
month. Excel is a possibility.
This might help.  Here is a personal excel sheet that I use for a certain investment.  You can delete the first few columns if you don't want them.
 
John Rice
ABODI Investment Club


From: Rita Roberts <rita.roberts@verizon.net>
To: club_cafe@bivio.com
Sent: Sun, November 13, 2011 8:31:05 PM
Subject: [club_cafe] Graphical Snapshot of Investments

Does anyone have suggestions on graphs for tracking the
returns of your stock
portfolio, perhaps for 6-month time periods.  I'm looking
for something that can give a quick snapshot look at how our
portfolio is doing.  I can enter the valuation data each
month.  Excel is a possibility.
On Sun, Nov 13, 2011 at 11:31 PM, Rita Roberts <rita.roberts@verizon.net> wrote:
Does anyone have suggestions on graphs for tracking the
returns of your stock
portfolio, perhaps for 6-month time periods. I'm looking
for something that can give a quick snapshot look at how our
portfolio is doing. I can enter the valuation data each
month. Excel is a possibility.


Hi Rita,

Your club might like to join in the bivio Quest for Positive Relative Returns. You can see how you're doing and compare your results with other clubs.

If you'd like to join, we can make a page like this for you:

http://www.bivio.com/website/file/Public/club1-benchmark-report.html

Just let us know at support@bivio.com

--
Laurie Frederiksen
Invest with your friends!
www.bivio.com

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