Lorimer Wilson Blog | Here's How To Create A Chart Of the Performance Of A Portfolio- Such A Feature Is Not Available Anywhere Else | TalkMarkets
Financial Writer
Lorimer is one of TalkMarkets' most prolific contributors with more than 2800 articles, and +10,000 followers. He focuses primarily on AI hardware (semiconductors) and software (application) stocks, LP & MSO cannabis stocks and psychedelic compound-based stocks.

Here's How To Create A Chart Of the Performance Of A Portfolio- Such A Feature Is Not Available Anywhere Else

Date: Thursday, August 7, 2025 1:02 PM EDT

There are many sites that provide charts of  the performance of individual stocks but ONLY portfolioslab.com enables you to create a chart of a portfolio of several stocks. No where else on the internet to my knowledge does such a feature exist. Just follow the simple step-by-step instructions below on how to create a chart of a portfolio (maximum of 15 constituents) of your choice.  It's fast, it's easy and it's free!

Here's how:

  1. Click on "portfolioslab.com"
  2. Click on "Tools"
  3. Click on "Portfolio Performance"
  4. Scroll down to "Static Portfolio" and Click on it
  5. Insert constituent symbols of your desired portfolio and Click "Enter"
  6. Click on the name of one of the companies to generate a chart of its performance and extensive financial data on it
  7. Click on "Rebalance", Scroll down to "No rebalancing" and Click on "No rebalancing"
  8. Scroll down to "Portfolio Performance Settings" and  Click on "Calculate Performance"
  9. Click on your choice of time period in menu bar of "Portfolio Performance Chart"
  10. Click on "Benchmark" to remove S&P500 if desired
  11. Scroll down to "Portfolio Components" in bottom left hand corner of chart and Click on "Portfolio Components"
  12. To generate an interactive chart you must open an account  (Go here. Its free and no personal information is required)

Please note that I have NO direct or indirect financial interest in PortfoliosLab. I am just a very impressed subscriber who finally found a way to provide charts in my frequent articles posted on TalkMarkets.

 

Disclaimer: This and other personal blog posts are not reviewed, monitored or endorsed by TalkMarkets. The content is solely the view of the author and TalkMarkets is not responsible for the content of this post in any way. Our curated content which is handpicked by our editorial team may be viewed here.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.
Or Sign in with