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Track historical balance on occasion #283

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rrelyea opened this issue Jan 29, 2024 · 1 comment

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PortfolioTracker

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rrelyea commented Jan 29, 2024

Make it easy to track balance weekly, monthly, etc
Consider breaking changes down into inflation, dividends, income/spending

rrelyea added the PortfolioTracker label

rrelyea changed the title ~~Track balance on occasion~~ Track historical balance on occasion

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rrelyea commented Mar 2, 2024

For IBONDs, this user on the forum said:

Just opened a Word doc, and will copy / paste each month's results into it. Since it only needs to be done once a month, pretty simple to do.

(https://www.bogleheads.org/forum/viewtopic.php?p=7744097&sid=3fbd176e1d270cbb0b090f594965f77f#p7744097)

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