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.


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

Another way to chart the portfolio is to go to Actions, then select the portfolio name and then click ‘Chart’.


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

Export Portfolio Organize Portfolios in Folders