How can I compare my portfolio to an index?

To compare against an index you'll want to create a new investment to track whatever index you'd like to compare against.  You may want to create a new sub-portfolio to put these indices in.  You can put the indices sub-portfolio at the same level as your sub-portfolio, so you can report on them separately, but see both on the same report or graph.  To get ROI yields out of the index you would need to record a purchase on or before the earliest date you'd like yields for.  A purchase of $1 will work fine, the amount of the purchase does not matter.

Besides reports, you can also graphically compare your portfolio against any indices using the "Graphs / Portfolio/Investments Overlay" graph types.  To choose the overlaid portfolio/investments, see "Graphs / Options / Overlaid Portfolios and Overlay Investments".

To find the symbols used by Yahoo for many of the most common indices, see their list of indices.

Return to the FAQ.