Trustnet charting tool - how to chart a portfolio?

itm2

I've been trying out the Trustnet performance charting tool, and it's great, but is there any way of automatically adding the funds from one of your portfolios to a chart? (or alternatively saving the list of investments for a chart so that you can chart the same list at a later date?)

grizzly1911

itm2 wrote: »

I've been trying out the Trustnet performance charting tool, and it's great, but is there any way of automatically adding the funds from one of your portfolios to a chart? (or alternatively saving the list of investments for a chart so that you can chart the same list at a later date?)

First register as user.

You will need to create your portfolio. it will only give you a cumulative plot (as far as I know).

Select portfolio tab (right hand side)

Click on add portfolio.

Then add a holding, select it and add. It then allows you to insert your purchase point. Put in amount£ & date and it will calculate units.

And then just repeat.

I haven't found a way of doing a reinvest on income funds so I just select the accumulation version.

log out (a drop down menu from your user name , top right hand corner).

It will then retain your portfolio.

You can new ones etc. and look at the analysis.

itm2

grizzly1911 wrote: »

First register as user.

You will need to create your portfolio.

Select portfolio tab (right hand side)

Click on add portfolio.

Then add a holding, select it and add. It then allows you to insert your purchase point. Put in amount£ & date and it will calculate units.

And then just repeat.

I haven't found a way of doing a reinvest on income funds so I just select the accumulation version.

log out (a drop down menu from your user name , top right hand corner).

It will then retain your portfolio.,.

You can new ones etc. and look at the analysis.

I've already managed to create a portfolio. What I'm trying to work out now is how to chart the funds in the portfolio that I've created. The charting tool only seems to allow funds to be added to the chart manually, and they are lost when the session ends, even if you are logged in.
You can save the chart as a PDF but if you want to chart the same list of investments again in a month's time you need to re-enter them all
???

itm2

...I can see how to chart each fund individually from the portfolio screen, but I want a multi-plot chart with all of the portfolio funds on the same chart....

Shaolin_Monkey

Have you tried clicking "Show Constituents"?

itm2

Shaolin_Monkey wrote: »

Have you tried clicking "Show Constituents"?

Sorry I'm being really dense here, but I can't work out how to get to the screen that you're showing from the tabular view of my portfolio. Which menu items do I need to step through??

itm2

Doh...I worked it out. What I had was actually a Watchlist, rather than a Portfolio (even though it was shown on the Portfolio screen). I've now created a Portfolio and can get the charting that I was looking for.
Thanks for the help!

Shaolin_Monkey

Glad you got it sorted in the end