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Create a Total Value of Securities Graph...
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Creating a Total Value of Securities graph is a straightforward way to visualize your investments over time. By tracking the purchase and sale of securities, along with their respective values, you can illustrate your financial growth month by month. In your case, you can start with the total value of your securities in December and adjust it for each subsequent month based on the changes in your investments.
| Security | Date Purchased | Shares | Purchase Price | Purchase Amount | Sale Date | Sale Price | Sale Amount | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| MSFT | 1/2/2025 | 100 | $350.00 | $35,000.00 | 2/17/2026 | $395.50 | $39,550.00 | $4,550.00 |
| TSLA | 12/1/2025 | 100 | $430.10 | $43,010.00 | ||||
| Money Market | 2/18/2026 | 39550 | $1.00 | $39,550.00 |
See table of securities purchases and sales above. I'm looking to create a monthly graph of the total value of all outstanding securities. You can assume that if the money isn't in a purchased security it's in the Money Market so for the graph purposes I'm fully invested. How do I create the graph? In December the total value would be $43,010. January it raises to $78,010 (the $43,010 plus the $35,000) in February it increases to $82,560. (the $43,010 plus the $39,550) It would be very similar to a net worth graph. Thank you in advance for any help. I've been trying to figure this out for months.
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#Excel alternatives for data analysis#natural language processing for spreadsheets#generative AI for data analysis#rows.com#Excel compatibility#Excel alternatives#Securities#Total Value#Graph#Monthly#Investment#Shares#Purchase Price#Sale Price#Gain/Loss#MSFT#TSLA#Money Market#Purchase Amount#Sale Amount