Portfolio Charting

Enter up to 10 stock ticker symbols in a Portfolio, a time interval to see a chart of the Portfolios performance over time.


Bug /Future Feature List:

  1. DO NOT USE THIS DATA TO MAKE INVESTMENT DECISIONS!! PAGE UNDER ACTIVE CHANGES
  2. ToFix: Rebalancing errors
  3. ToFix: Standard Deviation results is different then leverage charting page
  4. ToFix: Custom Leverage Tickers not working with Portfolios
  5. ToFix: Invalid tickers don't show an error just don't work
  6. ToAdd: Show Dividend data, like income per year and with out without dividends

How To Use:

This portfolio charting tool is designed to help investors visualize and analyze the performance of multiple investment portfolios over time. It offers a powerful way to compare different investment strategies, assess the impact of leveraged ETFs, and understand the effects of various factors such as fees, rebalancing, and dollar-cost averaging on your investments. This tool is invaluable for both novice and experienced investors looking to make data-driven decisions about their investment strategies.

  1. Ticker: Enter the ticker symbol for the ETF, stock, etc.
  2. Percentage: Enter the percentage of each ticker making up a portfolio.
    • Percentage Totals must equal 100%.
  3. Select Your Time Period: Choose between historic options, preset options, or a custom date range.
  4. Monetary Investment: Enter the initial amount you want to invest.
  5. (Optional) Rebalance: Select the frequency at which you want to rebalance your portfolio (e.g., yearly, monthly, etc.).
  6. (Optional) Dollar Cost Average (DCA): Enter the amount and frequency for regular additional investments.
  7. (Optional) Simple Moving Average (SMA): Option to display SMA lines on the stock price chart.
  8. Click Submit: Click the submit button to generate the charts and data.

This advanced feature allows you to simulate custom leveraged ETFs and include them in your portfolio analysis.


To use leveraged tickers:

  1. Ticker: Enter the ticker symbol for the ETF, stock, etc.
  2. Leverage: If you want leverage, check the leverage box and select a leverage level ranging from -5x to +5x.
  3. Fees%: Enter the fee amount. Most ETFs have fees that reduce performance. Leveraged ETFs typically have around a 1% fee.
  4. Fed Fund%: This option considers the average annual Federal Reserve Fund rate/fee (downloaded from https://www.federalreserve.gov/datadownload). Leveraged ETFs borrow money to provide leverage, and this data is sourced from the Fed's website. This option will further reduce performance since borrowing incurs costs.
  5. Circuit Breaker: The Fed has market circuit breakers that halt trading when the market falls 20% or more. This option simulates this action. It is useful for backtesting, as it helps to see the difference circuit breakers make, especially since they are a relatively new mechanism.
  6. Select Your Time Period: Choose the desired time period for the analysis.
  7. Click Submit: Click the submit button to generate the chart.
  8. Source Data: Yahoo Finance, Adjusted Close Stock Price
Read more about: Why You Should Maybe Invest in Leveraged ETFs
Read more about: Dangers of Leveraged Investing
Read more about: How We Did the Calculations

Duplicate

Ticker Percentage




* working on rebalancing now


* DCA is working but 2 Yearly Charts don't subtract DCA amounts yet


* SMA only draws on Ticker Price chart



Use below once Submit is clicked


Portfolio Current Investment Current % Max Investment Min Investment Max % Min % Standard Deviation CAGR (Annualized Returns) Start Date End Date Total Invested
Dev Status:

Download Daily (Investment Returns, Percent Changes, Cumulative Percentage Changes)

Date and Time Ticker Adjusted Closing Price Percentage

Version 0.17 Updates: Version 0.15 Updates: Version 0.10 Updates:


Disclaimer

The data provided on this page is for informational purposes only and is not intended for trading purposes or advice. It is provided on a best-efforts basis and we do not guarantee the accuracy, completeness, timeliness, or correct sequencing of the data.

This site and its owners shall not be liable for any errors or delays in the content, or for any actions taken based on the content.

Please be aware that investing in financial markets and securities involves risk. Past performance of these investments is not indicative of their future performance. Investments can lose value and investors can lose the entire amount of their investment. Before investing, please carefully consider your financial situation and risk tolerance to determine if the investment aligns with your financial goals. Seek advice from a professional financial advisor if you have any doubts. This information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. This information is not an offer to sell or a solicitation to buy any security.