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EdInvestor

Bloomberg Watchlist

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G'day,

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......

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Assuming you mean this:

https://www.bloomberg.com/markets/watchlist

 

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).

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