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A small utility built with R to graph the historical returns of a portfolio of stocks, ETFs or other securities

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KasparLee/portfolio-returns-graph-utility

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Portfolio Returns Graph Utility

language: R

A small utility to graph the historical returns of a portfolio of stocks, ETFs or other securities.

Accepts a list of tickers and respective weightings (see top of portfolio-returns-calculator.R file), and a start date to draw graphs from.

Generates 2 line graphs:

  • One for the combined, weighted cumulative portfolio returns from the start date
  • Another for the cumulative returns of each holding individually

This was built as my very first (small) project while teaching myself R.

Examples of the charts generated:

Overall Portfolio Returns

Individual Holding Returns

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A small utility built with R to graph the historical returns of a portfolio of stocks, ETFs or other securities

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