PortTrak 2.0 - A Bit of Theory, Charting Data

The sheet marked Chart_Info is the sheet containing all of the data for the chart. This sheet is unprotected, which means that you can change the data there at will, but there are a few rules you must remember to follow if your chart is going to work correctly:

1) All dates must be continuous. You can not skip sections of dates along the left column.
2) All dates must be weekdays. This alters rule 1 slightly, since you must skip Saturdays and Sundays. Use the "Fill Series" option in Excel to have it automatically fill in weekdays.
3) All cells must be filled in. You can not have blanks in the middle of your table
4) No zeros. If your portfolio value goes to zero, it's probably time to stop charting anyway. If the Indexes go to zero, we've got larger problems indeed. No zeros.

If you follow those simple rules, you can build back the charting data as far as you'd like, and you can alter whatever data there is whenever you'd like.

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