Tuesday, April 14, 2020

Sharesight - How to run historial cost report for Victoria portfolio?

April 14, 2020

Introduction


It is interesting for me to think about how and when to run historical report using Sharesight. I like to push myself to come out some idea how to analyze my portfolio based on SPX index.

Case study 


Let me show SPX history from Feb. 21 to April 14, 2020.

I can easily check balance history and also each position gain/ loss through the report.


No comments:

Post a Comment