Graph for multiple securities

Nathan's Avatar

Nathan

29 Jul, 2017 04:42 PM

Hi all, I'd like to hear your advice for creating a graph
with multiple securities. The main question this would answer is:

Which of my securities is the best / worst performing in the last
X amount of time? Are there any securities that have jumped by
X percent that I should be aware of?

Another user asked the exact same question and no answer
was provided [1]. I would like to know from other users of Moneydance
what solutions you use for these types of Graphs? Even online brokerages
are very poor at providing this simple type of graph.

In the past, I have set up "portfolios" on sites like finance.yahoo.com and
Google. However, I want to store my information in Moneydance and do not
want to provide these sites with my exact holdings.

What about Moneydance's Python interface? I'm thinking about having
Moneydance perform the download of historical stock prices and then using
some Python libraries to create graphs/charts. Has anyone done this?

Thanks,
--Nate

[1] http://help.infinitekind.com/discussions/investments/312-graph-report-for-multiple-securities

  1. 1 Posted by -Kevin N. on 31 Jul, 2017 01:54 PM

    -Kevin N.'s Avatar

    Hi Nathan,

    Something that you could do is to generate an Investment Performance report and copy it to a spreadsheet.

    You could generate the desired graph(s) based on the report data.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by nathan.neff on 01 Aug, 2017 01:50 AM

    nathan.neff's Avatar

    Hi Kevin,

    Copying to a spreadsheet is always an option. At that point, I would ask
    why would I go through the pain of Moneydance's historical price plugin,
    and just jump to a spreadsheet altogether.

    For me, Moneydance should be as much of a one-stop shop as possible.
    I like the privacy that Moneydance offers. The simpler that some process
    is, the more likely I am to use it. Exporting to a spreadsheet doesn't
    sound
    fun, especially since I have all the data right there in Moneydance.

    I guess writing some Python code doesn't sound fun either :) I just wish
    there was a simple way to get some advanced charts in Moneydance given
    that there's already a "database" that has the information I want in it.

    Thanks,
    --Nate

  3. 3 Posted by Tom Freeman on 01 Aug, 2017 03:38 PM

    Tom Freeman's Avatar

    Moneydance is designed as a personal finance register, a depository and balance of your financial transactions.

    For simplicity sake, the scope of Moneydance is limited. The copy to clipboard function is included to allow users to access to their transactions and account balances, so they could organize and analyse that data in any manner they wish.

    I am sorry for any inconvenience.

    Tom Freeman
    Infinite Kind Support

  4. System closed this discussion on 31 Oct, 2017 03:40 PM.

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