By BashJasper · Posted
By BashJasper · Posted
By BashJasper · Posted
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Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit. All trading involves risk.
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Question
rembo
I have what I would think is an easy problem - how to get a report or chart of past performance for a particular watch list. I'm not sure if there is some easy way to do this via watchlist and charting functionality within the platform, or if I need to be looking at APIs/IG lab or whatever.
Alternatively, is there an easy way to download daily closing price data for the stocks in a watch list? Then I could just do the modelling in excel.
For example, I have two watchlists I've created -
The first one is of seven stocks from which I will be trade once a month, and I want to see how an equal value allocation across all 7 stocks would have performance over say the past 7 years (eg. plot to the total value of a model portfolio based on daily closing price if I'd invested $1,000 in each of the 7 stocks seven years ago). And going forward I'd like to use a similar equal value allocation model (rebalanced each month) as a benchmark against which I could compare my actively traded portfolio (that allocates to a subset of 2 of these 7 stocks each month).
The second example is where I have an allocation of stocks in a watch list I'd like to backtest performance of a particular allocation eg. Set the initial allocation and rebalance to that value allocation annually and see how it would have gone over the past 7 years or whatever time period.
eg. If I have the following watchlist and want to see how it would have performed with a particular asset allocation eg.
7.5% BetaShares Commodities Basket ETF - Currency Hedged (Synthetic)
7.5% ETFS Physical Gold - GOLD
40% SPDR Portfolio Long Term Treasury ETF
15% iShares 7-10 Year Treasury Bond ETF
30% Vanguard Total Stock Market Index Fund ETF Sh AE - VTI
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