multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
Apache License 2.0
6 stars 0 forks source link

Track historical balance on occasion #283

Open rrelyea opened 6 months ago

rrelyea commented 6 months ago

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

rrelyea commented 4 months ago

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)