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Learning, Sharing, and Teaching => Investor Alley => Topic started by: SeattleCPA on September 26, 2018, 08:18:52 AM

Title: www.portfoliocharts.com My Portfolio feature
Post by: SeattleCPA on September 26, 2018, 08:18:52 AM
I just discovered the Tyler's latest enhancement to his PortfolioCharts website: The My Portfolio feature.

Really worth experimenting with. In a nutshell, you can enter your asset allocation in one place and then see all the charts.

https://portfoliocharts.com/portfolio/my-portfolio/

I also think he's enhanced the charts...

Thank you Tyler. Good work!
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: Retire-Canada on September 26, 2018, 08:38:28 AM
Thanks for the head's up. Tyler has created a great site. Thanks Tyler!
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: FrugalFisherman10 on September 26, 2018, 08:56:07 AM
Agreed agreed! such a great feature that he's created that. I think it was frequently requested haha.
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: Tyler on September 26, 2018, 10:33:00 AM
:)

Yeah, based on the number of people who requested this over the years I figured it would be popular.  Enjoy!
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: RWD on September 26, 2018, 10:48:28 AM
:)

Yeah, based on the number of people who requested this over the years I figured it would be popular.  Enjoy!

Thanks for this feature, Tyler! Is it possible to save a portfolio on that page (e.g. have a permanent link to a set allocation)? Might be nice for revisiting convenience or sharing with others.
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: Tyler on September 26, 2018, 12:18:33 PM
Thanks for this feature, Tyler! Is it possible to save a portfolio on that page (e.g. have a permanent link to a set allocation)? Might be nice for revisiting convenience or sharing with others.

Not yet, but that's a good idea!  One step at a time.
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: Dusty Dog Ranch on September 27, 2018, 10:54:04 AM
Well that sent me down the rabbit hole of research, double-checking what categories all of our assets are in!

Question: we've got some international bond funds (VTIBX) in a couple of lifestrategy funds. Where do I put those?
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: SeattleCPA on September 27, 2018, 05:24:23 PM
Well that sent me down the rabbit hole of research...

LOL. But I need to be careful as I have fallen into that rabbit hole more than once myself...
Title: Re: www.portfoliocharts.com My Portfolio feature
Post by: Tyler on September 27, 2018, 11:55:23 PM
Question: we've got some international bond funds (VTIBX) in a couple of lifestrategy funds. Where do I put those?

I don't have an international bond fund option right now but I'm working on it.  In the meantime, intermediate bonds is the closest alternative if you're looking at general portfolio comparisons.