If I sell shares out of my portfolio, how do I recognise the resulting cash, given I can’t see a cash pot option, when setting up a portfolio? How do I correctly measure the performance of a basket of shares, if some have been converted to cash?
Hi @Pendennis,
If you are asking about the portfolio program on the Fool site, you might add SWVXX to the portfolio.
It is a money market fund, price $1.00/share.
That way it is easy to ‘buy/sell’ and should correctly track the cash for you.
Personally, I stopped using it prior to moving to the new system.
I built my own program that runs on my desktop rather than trusting the info out on a website.
Does that help you?
Gene
All holdings and some statistics on my Fool profile page
Profile - gdett2 - Motley Fool Community (Click Expand)
where is the portfolio program on Fool? I made a portfolio program using a spreadsheet on my computer. But I would like to look at the one on here.
It’s the My Stocks feature on the Premium pages. It does require a Fool subscription to access but if you have one, you can go to your dashboard, then select My Stocks from the menu across the top of the page.
Jen
ty. why does this post require 20 characters
Cuz 19 won’t work 987654321.
