MyStockPortfolio Blog


The Difference Between Portfolio "Views" and "Reports"

When you are working within a single portfolio, you have access to a collection of "views." These views may feature some ability to customize the output, such as using a particular date range, and allow you to print them. But the holdings displayed in a view are restricted to the holdings in the current portfolio. Views are intended to be quick looks at a portfolio's key fundamentals.

The Advanced Reports, available from the top level menu on the right side of the page, allow you to include holdings from two or more portfolios in a consolidated display. In many cases, the information in the report may be identical to a corresponding view, but there are some additional reports available as well as some additional display criteria that you can select.

The Performance Report is one example of an Advanced Report. It calculates a benchmarked performance figure for an entire portfolio or group of portfolios, comparing the cash flows of your selected portfolios to a similar set of hypothetical cash flows in a index fund.

Once you understand how Views and Reports work, you can explore them and find the information that provides the best intelligence for your portfolio management needs.

Posted by Doug Gerlach on 9/8/2021 5:12 PM.      

New Website Features for Your Portfolios

Our team has quietly made a number of improvements and enhancements to our website. Here is a quick list of the changes that have been implemented:
    * The Quotes page now has a historical price lookup feature for end-of-day prices going back more than a decade.
    * The Performance Report allows you to enter a custom end-date for the 1-, 3-, 5-, and 10-year periods.
    * The Transactions listing is now sortable by any column header.
    * The Security Sell screen has a link to "Sell all" shares held in a portfolio.
    * The Dividend entry screen now will auto-fill the ex-dividend date and amount after the security is selected and Payout Date is entered.
    * The Alerts on the home page are now indexed to the Quote Symbol in a Security's profile, not to a custom symbol if it is being utilized.

Posted by Doug Gerlach on 9/1/2017 2:23 PM.      

New Site Feature: "Simple" Portfolios

We've added a new feature for users who don't wish to add full account histories to their portfolios. The "simple" portfolio lets you track holdings by only entering the number of shares currently owned.

To create a simple portfolio, create a portfolio and check the "this is a simple portfolio" box. Then, for each stock owned, enter the ticker symbol and number of shares of each.

Going forward, you will need to manually update the number of shares for each simple portfolio you have set up whenever you buy or sell stocks from that portfolio. You will have access to all fundamental reports -- such as the diversification and equity reports -- but the gain/loss and performance reports won't be valid or available (since the cost basis isn't available for the holdings).

Posted by Doug Gerlach on 8/29/2013 8:32 PM.      

Welcome to

Thanks for checking out our newest tool for investors, We think we've built the foundation for a very useful tool for individual stock investors.

Using many of the same concepts that are used in our Toolkit 6 software program and that are taught by BetterInvesting, is designed to help you manage your investments -- not only stocks, but mutual funds, ETFs, bonds, cash and more! With deep portfolio metrics and alerts focused on the fundamentals of your companies, is a truly unique tool for investors. Please let us know if you have suggestions or questions about the tool.

We look forward to hearing from you!

Posted by Doug Gerlach on 12/20/2012 1:15 PM.