Support Board
Date/Time: Sat, 17 May 2025 14:28:22 +0000
Post From: Chart a portfolio
| [2024-04-30 22:35:08] |
| stevenpaul - Posts: 9 |
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Thank you for the reply. I am interested in tracking the percent change on a bar by bar basis for a small portfolio. Ideally, I could use studies on the "portfolio chart," making decisions based on the overall performance of the portfolio. In an effort to be brief, I left out specifics. Here they are, in case relevant: I have a long only portfolio of two inversely correlated ETFs, which track the same underlying index by differing multiples. I hold these ETFs at a ratio (e.g. 100 shares X, 320 shares Y.) I would like to track their overall performance in the aggregate, and apply studies to determine when to liquidate the portfolio in whole or part. I would also like to do the same for similar portfolios, different from the aforementioned only in the ratio. (I noticed the difference study, but as my goal is to track the performance of stocks added together, difference seemed the wrong choice.) |