Welcome to the Portfolio Overview in FAST Graphs! This section provides a summary of the key features and functionalities available to help you manage and track your investments. Below, you will find information on creating basic and advanced portfolios, tracking transactions, adding reusable views for insights, and utilizing the Holdings page for a detailed overview of your portfolio's performance.
Video Tutorial
Basic Portfolios
You can create basic portfolios in FAST Graphs to set up simple watchlists of stocks. These watchlists allow you to keep an eye on potential new investments effortlessly. A basic portfolio serves as your foundational tool for tracking stock performance and trends over time.
Key Features:
Watchlists: Track and monitor stocks of interest.
Ease of Use: Quickly add or remove stocks from the watchlist as needed.
Transaction Tracking
With portfolios, you can add transactions to perform basic buy/sell transaction tracking. When you add transactions, buy/sell dots are plotted on the historical charts of the respective stocks. This feature provides a visual representation of your investment activities and helps you track your entry and exit points in the market.
Key Features:
Buy/Sell Dots: Visual markers on historical charts indicating transaction points.
Transaction History: Maintain a record of your buy and sell activities.
Holdings Page
You also have access to a Holdings page, which offers a detailed overview of your portfolio's performance. This page allows you to see day-to-day changes in your portfolio, review transactions you have entered, and analyze various metrics such as cost basis, market value, cost per share, and much more.
Key Features:
Day Changes: Monitor daily changes in your portfolio's value.
Transaction Review: Review all transactions you have entered.
Cost Basis: Analyze the cost basis of your investments.
Market Value: View the current market value of your holdings.
Cost Per Share: Track the cost per share for each investment.
Advanced Portfolios
For more sophisticated investment tracking, you can create advanced portfolios. These portfolios offer advanced tracking features such as calculating the internal rate of return (XIRR), tracking income earned, viewing net investment, analyzing diversification, and more. Advanced portfolios are designed for those who want detailed and comprehensive analysis of their investment strategies.
Key Features:
XIRR Calculation: Determine the internal rate of return for your investments.
Income Tracking: Monitor income earned from your investments.
Net Investment: View the net amount you have invested in the portfolio.
Diversification Analysis: Assess the diversification of your portfolio.
Reusable Views for Insights
You can create and add reusable views to your portfolios, which provide valuable insights into the data within your portfolios. These views can be customized to display various metrics and information, helping you analyze your investments more effectively.
Key Features:
Customizable Views: Tailor the display to show relevant metrics.
Data Insights: Gain a deeper understanding of your portfolio performance.
By utilizing these features, you can effectively manage your investments, track performance, and make informed decisions based on comprehensive data insights. Whether creating a simple watchlist or performing advanced investment analysis, the Portfolio Overview in FAST Graphs provides the necessary tools and functionalities to support you in your investment journey.