Introduction
It was so tough for me to manage the portfolio Key largo, and the swing is up near $2000 dollars, and down $2000 compared to my book value in May 2019. I like to write a blog how to go through market swing, no panic sell in the market bottom, do not buy high and sell low.
Case study
Balance history
I have to spend time to explore Ameritrade.com and see what report I can generate. It took me 10 minutes to generate report.
Here are highlights:
- Look the above image, there is balance history download button;
- Customize the data range
- Open Excel sheet, and then it is easy for me to generate the report.


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