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There are a couple of ways to chart a portfolio.
One way is to Select Portfolios from the Start Menu.
Then select a Portfolio in the Navigation Panel, then right-click on the desired portfolio in the Navigation pane and select Chart.
Charting a portfolio is also available from Portfolio Manager where you can click on Chart vs Benchmark button as shown in the screenshot below.
Stock Rover charts the return values based on the weighting of each ticker in the portfolio. The weighting is based on the size of the holding of that ticker relative to the size of the overall portfolio.
Portfolio charting accounts for trades. The chart events option will display portfolio activity on the chart.
Portfolio charting uses a time-weighted return, meaning the percent change on every day is equally weighted, regardless of the relative dollar amount in the portfolio.
The screenshot below shows the chart of a portfolio along with the S&P 500 as a benchmark.
You can you add additional comparison tickers in the chart to compare the portfolio’s performance to selected stocks, ETF’s, other benchmarks or even other portfolios. All charted portfolios assume dividend reinvestment, even if the Chart’s ‘Adjust Price for Dividends’ setting is not selected. To learn more about charting please see the Charting Overview.
If you entered charting from the Portfolio Management window, you can get back to Portfolio Management via the Browser back button or by clicking on ‘Portfolios’ in the Start Menu bar on the left.
The ability to score a portfolio is available in the Screener Management window. Please see the Score Portfolio help section for further detail under Screeners.
To access Portfolio Alerts, select Portfolios from the Start Menu then select the desired Portfolio and then click on Portfolio Alerts under the Portfolio Actions.
Please see the Alerts help section for further detail on alerting.
