Jump to content
Sign in to follow this  

Bloomberg Watchlist

Recommended Posts


Newbie here.

I read and saw on a previous post on this forum about using Bloomberg to track ones portfolio. Someone posted a diagram of the % split. I created a Bloomberg account and added my ETF's but I don't see where one can produce/view the portfolio split diagrammatically.  Is there a 'How to use Bloomberg Watchlist' beginners guide? Where do I add the date I bought the stock and at what price etc? I use EE to buy ETF's. Is there another tool I can use for this purpose other than Bloomberg?

I'm a very late bloomer when it comes to 'taking ownership' of my finances......

Share this post

Link to post
Share on other sites

Assuming you mean this:



There is a pie diagram at the top. You can click on it (the center or outer segments) to either drill down or up one level.


Below it you'll see a couple of tabs defaulted to "Summary". If you click on the "Edit" one you can add a new lot with the date and price (in cents).

  • Like 2

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this