Does anyone know of a strategy or technique for displaying NAV (Net Asset Value) over time for individual funds? I'm very familiar with Google Sheets (Excel), but I'm open to other suggestions.

  • 2
    What on earth could be off-topic to PF about an individual trying to do his own technical analysis? (Sure, the info can become obsolete at some point, but not now. Which is why I think that's a bad rule.)
    – RonJohn
    Jan 22, 2018 at 22:05
  • @RonJohn It's product/service recommendation questions that are off-topic. Technical analysis questions are not specifically off-topic. More discussion at meta. Jan 23, 2018 at 1:32
  • @ChrisW.Rea people are voting it off-topic, and I don't understand why. According to money.stackexchange.com/help/on-topic questions about "Investing and trading strategies, including fundamental and technical analysis and other techniques" are most certainly on-topic.
    – RonJohn
    Jan 23, 2018 at 1:38
  • @ChrisW.Rea and Mr. B most certainly falls under the category of "retail traders and investors", because otherwise he wouldn't be asking about free chart tools.
    – RonJohn
    Jan 23, 2018 at 1:39
  • 2
    @ChrisW.Rea that's throwing the baby out with the bathwater. (Though than analogy might get me accused of misogyny.)
    – RonJohn
    Jan 23, 2018 at 2:05

2 Answers 2


The best tool for advanced plotting of data is Mathematica, assuming that you have the time to learn how to use it. Mathematica has a basic tutorial on plotting financial data. You can hook Mathematica up to dynamic feeds of financial data.

The basic function for plotting time-series values, like NAV, in Mathematica is the DateListPlot function, but there are other specialized plots (listed previously above) specifically for financial time series.


Categorised by investment platform in this example.

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Source: https://www.pallinghurst.com/nav-eps/

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