Graphic display of portfolio stock values

Sketching Curves

© auris, Fotolia

© auris, Fotolia

Article from Issue 90/2008
Author(s):

We'll show you a Perl script that helps you draw area graphs to keep track of your portfolio's performance.

When it comes to wealth management, the performance of a single stock in your portfolio is less important than the overall performance. Although online financial services might give you neat graphs of share price developments for individual stocks, or even a comparison of two values, they do not offer you a tool that lets you monitor the share price development of your complete portfolio at a glance. A Perl script changes this.

Figure 1 shows the configuration file (pofo1.txt) for a portfolio in a text editor. Each line starts with a date in ISO notation followed by the transaction type – a purchase (in) or a sale (out) – of an individual share, the ticker symbol, and the number of shares. The file also can handle cash transactions; instead of the ticker symbol, you see the word cash.

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