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Charting a stock portfolio

  1. #1
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    Charting a stock portfolio

    I have some stock funds that I want to track. It looks like:

    Column A
    Name of Fund

    Column B
    Symbol

    Column C
    % of the total portfolio that this fund represents

    Column D through Z
    I will plug in the weekly close price going forward

    One of my funds has the potential to be extremely volatile and my hope is to chart the weekly price and be able to identify if that fund is dragging the total portfolio down disproportionally to the percentage of the portfolio that it represents. In other words, one fund represents 15% of the portfolio and if it drags the total portfolio down by 40% then I want to be able to see that.

    One of the columns that I don't have that I can add is the # of shares that I own in each if necessary.

    Suggestions?

    TIA,
    Robert

  2. #2
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    Stacked column graph should give you what you want.

    HTH,

    Dave

  3. #3
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    Join Date
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    Thanks, but I'm not sure I follow. I built a stacked bar chart using historical pricing data, but I don't see how it shows me the impact of each fund against the portfolio over that time. Can you help me understand this a bit more?

    Thanks.
    Robert

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