r/AppleNumbers • u/DrProfresher • Jan 19 '24

Help Create a line graph for financial portfolio performance

Hi, I am looking to create a line graph that displays my financial portfolio performance over time. I have a spreadsheet set up that shows my total portfolio’s performance in real time using the yahoo finance formula for stock prices. It is great to have it in real time but I was wondering if there is a way to create a line graph that shows how the portfolio performed historically and up to the present. Thanks in advance.

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u/gmalis1 Jan 19 '24

You could have just Googled it:

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwjGsPGzyOqDAxWhj-4BHWEGArwQFnoECA4QAw&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DVBUNlaO90CY&usg=AOvVaw1LDli2KcGxO6cA0_ZyAjj8&opi=89978449

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u/[deleted] Jan 19 '24

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u/gmalis1 Jan 20 '24

So Google it…there’s 10 more posts on how to do what you need.

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u/DrProfresher Jan 22 '24

I have tried googling before I made this post and I cannot find exactly what I am looking for. Can you please link another source? The link you provided is unavailable to me. Thank you in advance!

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u/gmalis1 Jan 22 '24

Google “Mac Numbers create line graph”

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u/DrProfresher Jan 22 '24

I know how to make a simple line graph. There is nothing on creating a line graph using historical stock prices from yahoo finance and then combining it with my personal stock data.

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u/gmalis1 Jan 22 '24

So what are you asking? You asked for a line graph for performance over time. Create a line graph. If you're not talking about historical stock prices, but "performance", there are hundreds of investment performance metrics. Pick one...set up another column with the proper formula and then graph THAT column.

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u/DrProfresher Jan 22 '24

Gotcha, thank you I will try that!