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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.

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    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
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    @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

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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.

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Categorised by investment platform in this example.

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

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