$52,130.10 | New tool to analyze stocks

I wanted to share an investment analysis website that I stumbled across today.

Financial information is hard to synthesize in a simple way – and this site is immediately going into my tool kit as one to use to understand a business quickly. The website is https://hypercharts.co/

The site does not provide information for all publicly listed stocks, but it does provide information about many stocks, and most of them in my portfolio after a quick look.

Here’s an example of the kind of information this site provides. Here’s an example using Salesforce (CRM). As you can see in the graph below, I can get a sense of the revenue growth of Salesforce as well as where that growth is coming from. You can see each segment of the business, and the revenue that it contributes to the company’s overall top line.

I can also split into revenue chart into annual increments as well.

Also, being the high-maintenance investment researcher that I am, I like playing with the data to zoom in on certain elements of the company’s revenue if I can. This website lets me customize the portions of revenue that I’m looking at to get a better sense of each’s trend. For example, I can see the revenue growth trend of just the company’s service cloud business.

You can bet that I’ll be using this website to review my Roth IRA portfolio choices for next year. I have no affiliate relationship with this site and get nothing from sharing – I just wanted to share with all of you because I find trying to look at revenue trends and revenue trends by business segment kind of confusing on other sites. Typically, you have to look into the investor relations presentations of each company that you’re interested in to get simple but quality information like this.

It’s only been one business day since my last post, but let’s take a look at my portfolio’s performance vs. the market anyway 😉

Today was a big bounce-back day for the market, and my Roth IRA showed up big today. My portfolio was up by almost $800, thanks to my Growth + High Yield and REIT portfolio slices.

Here are the dirty details:

  • S&P 500 from January 4th – June 21st: +14.50% ((388.18 – 339.03) / 339.03) x 100
  • My portfolio from January 4th – June 21st: +14.91% ((52,130.10 – 6,000 – 577.92) – 39,641.18) / 39,641.18 x 100

One thing I’m exploring is how to adjust my chart above in Excel. The way it’s set up now, it looks like each time increment has equal weight, but that’s not the case since in the earlier days of my portfolio I was checking in every 2-3 weeks, and I’ve checked in four times in the last three weeks. I’ll see if I can figure out how to adjust this going forward so it’s more accurate in terms of the perception of how my portfolio has done over time. If any of you know how to do this, please leave a comment!

I hope the website I shared today is useful for all of you – I spent a couple of hours playing around with it today because I was fascinated. If you liked this, please consider leaving a comment, or share the content with a friend.

Until next time, happy investing!

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