# Portfolio chart and average share buy price

**URL:** <https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412>\
**Category:** Questions\
**Tags:** charts, transactions\
**Created:** [December 18, 2024, 8:27am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412 "2024-12-18T08:27:43Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![bizon](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/b/065f46/32.png) [@bizon](https://community.mycapitally.com/u/bizon)\
**Post date:** [December 18, 2024, 8:27am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412/1 "2024-12-18T08:27:43Z")

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Hello,  
I’ve got two questions I couldn’t figure out.

First, can we get an additional chart in portfolio alongside Value and Principal, that will show a Principal minus Realized Returns? It could help show changes in time with investments that we change, e.g. following momentum strategy and changing allocation of assets.

Second, in portfolio, when we check stocks that we were buying in more than one transaction I cannot find how to see an average price I bought a given shares.

Best

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [December 18, 2024, 1:06pm UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412/2 "2024-12-18T13:06:53Z")

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> [@bizon](#):
>
> can we get an additional chart in portfolio alongside Value and Principal, that will show a Principal minus Realized Returns? It could help show changes in time with investments that we change, e.g. following momentum strategy and changing allocation of assets.

I’m not sure what such graph would give you - for example, if you close your position, the graph would be just negative returns.  
What specifically you’re looking for? Maybe you have an example from another place?

> [@bizon](#):
>
> in portfolio, when we check stocks that we were buying in more than one transaction I cannot find how to see an average price I bought a given shares

When you open a single asset or position, there is an additional Price metric tab. Average buy price will be charted there

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**Author:** ![bizon](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/b/065f46/32.png) [@bizon](https://community.mycapitally.com/u/bizon)\
**Post date:** [December 19, 2024, 8:44am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412/3 "2024-12-19T08:44:30Z")

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> [@rafal](#):
>
> What specifically you’re looking for? Maybe you have an example from another place?

I’d like to track my retirement account. I’m investing a fixed amount of money there. I’m buying and selling stocks, but the an initial amout of money I invested is the same (each year I’m adding a little, but I don’t withdraw). I like to see on graph how much money I have over time comparing to initial investment.

> [@rafal](#):
>
> Average buy price will be charted there

It is, thank you very much. I haven’t seen that…  
I’m seeing the price in my portfolio currency, which is great. Can we have an additional price in a currency a stock is listed on a exchange we bought it? (e.g. Portfolio in PLN and AAPL shares in USD - to have both in average price)

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [December 19, 2024, 9:22am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412/4 "2024-12-19T09:22:15Z")

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> [@bizon](#):
>
> I’d like to track my retirement account. I’m investing a fixed amount of money there. I’m buying and selling stocks, but the an initial amout of money I invested is the same (each year I’m adding a little, but I don’t withdraw). I like to see on graph how much money I have over time comparing to initial investment.

That describes it much better. Once there is proper cash tracking, it will be possible to chart the actual invested amount without reinvestments and maybe to calculate other helpful metrics based on that, specifically for that case.

> [@bizon](#):
>
> I’m seeing the price in my portfolio currency, which is great. Can we have an additional price in a currency a stock is listed on a exchange we bought it? (e.g. Portfolio in PLN and AAPL shares in USD - to have both in average price)

It doesn’t make sense to plot them together on a single graph, but you can switch the currency to the asset currency (top of the list), which would be USD for Apple (or whatever you set for that asset).

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<div class="post-metadata">

**Author:** ![bizon](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/b/065f46/32.png) [@bizon](https://community.mycapitally.com/u/bizon)\
**Post date:** [December 19, 2024, 9:48am UTC](https://community.mycapitally.com/t/portfolio-chart-and-average-share-buy-price/412/5 "2024-12-19T09:48:10Z")

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That sounds perfect!

> [@rafal](#):
>
> It doesn’t make sense to plot them together on a single graph, but you can switch the currency to the asset currency (top of the list), which would be USD for Apple (or whatever you set for that asset).

Thank you, I feel a little dump to not figure it out by myself. I didn’t meant to plot it, just a single number as an additional information. But switching to an asset accuracy works for me.

Thank you once again!  
Merry Christmas and a Happy New Year!
