I was thinking that we could share our redacted Dashboards and columns to see what other are using to track their Net worth and stock performance
On my Statement of Assets I have filteres my Securities account and reference account to show the cash I ahve to invest and my stocks. Then then ATH since I started my brokerage account. and TTWROR since I started investing.
In the graph of an individual stock I have the MACD, SMA 200 days, Purchase price FIFO, Buy,Sell, Number of shares, High and Low.
On my Main view of Performance
I have the my account IRR and TWROR vs SP500 on last 1day, lat 10 days, last 30 days, YTD and Since first trade.
Then Fire calculation and the calculation of my statement of assets.
On my “archive” view of Performance I have each year my twror vs twror sp500 and the profit/loss trades.
What is yours?!