Chart a Portfolio

You can chart whole portfolios alongside stocks, the S&P 500, or other benchmarks. There are multiple ways to do this. One method is to right-click a portfolio in the Navigation panel and select ‘Chart,’ as shown below.

chart a portfolio

You can also chart all of your portfolios by right-clicking the ‘My Portfolios’ folder row in the Navigation panel and selecting ‘Chart All Portfolios.’

Another method is to chart portfolios directly from the charting facility, either using the Benchmarks drop-down menu and selecting from the list of portfolios, or by directly typing the name of a portfolio into the searchbox, as shown below.

search for a portfolio to chart

All charted portfolios assume dividend reinvestment, even if the Chart’s ‘Adjust Price for Dividends’ setting is not selected.

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