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The Numbers portfolio tracking template has a tab that tracks a previous stock performance over the last 30 days. Instead of monitoring a specific stock, I want to chart the total balance of my portfolio. How do I do this?
MacBook Air, macOS 14.5
This is a lot harder to do.
The history sheet works because Numbers has a built-in function to lookup a given stock ticker on a specific day.
This does not extend to automatically summing multiple stock prices.
It could be extended (e.g. the formula looks up the price of a set of stocks and multiplies by the number of shares held, but it would be a nightmare to track if you're actively trading (adding new stocks and adjusting positions in existing stocks).
If your holdings are fairly static, you could create a rolling 30-day table for each one, then it's a simple SUM() across the tables, but it would still suffer from tracking the number of shares held on a daily basis.
Thanks for the response! I didn’t realize the historical tracking would still work if you multiplied the price by the number of shares. Luckily, I am not an active trader and have a pretty consistent buying schedule, so I think this is a possible solution.
How do I track the previous 30 days of my portfolio balance in Numbers?
