I need a charting software where with the current value the days low high and opening value of the portfolio will be recorded like a stock price and with the help of historical value data we can plot chart for the profile and can analyze the maximum upside or tendency of falling of the value …allthe analysis we do for a stock to check the trend and healthiness of portfolio…
As per above requirement it is not possible to indexify your custom portfolio as of now, the charts are available for all the exchange listed symbols in Zerodha Pi and KITE
when i am putting stoploss order then tho holding P/L does not shows
i have 10 stcks and i put sl at night by AMO order but then the problem is that if i need to check that what is today’s Difference in my P/L then all the values shows 0 .
=> also add todays profit loss option there so that i can check the performance of my portfolio on daily basis
Is it possible now through Pi or any other charting software??
Answering the original questions about a software that can plot historical data of portfolio…
You can do this and a lot more using Amibroker. But if this is the ONLY thing you need to do then it might be an overkill because the cost of the software is around 20k+. We use it for backtesting strategies, running real-time scans for intraday trades, identifying potential swing trades etc. and couldn’t have been happier with its capabilities.
Another alternative (free) would be to build something in Google Sheets and get the (5 mins delayed) data from Google Finance. I have seen people building some really cool scanners/tracking sheets using the above and works like a charm.
Cheers!
~Neha (www.VRDNation.com)