Forum Discussion
Chart Tracking Multi-Daily Stock Positions of Multiple Stocks
I am trying to create a line chart (or another type of chart at someone's recommendation) to track the number of shares of stocks someone owns throughout the day over a four-month period. I am deal...
Try belwo that may help:
- Use a Line Chart with Proper Date Formatting
- Ensure that your X-axis (dates) is formatted as actual dates (not text).
- Use a scatter plot instead of a line chart if the timeline needs to reflect irregular trading dates.
- Consider adjusting the X-axis settings in Excel (Right-click X-axis → Format Axis → Select "Date" instead of "Category").
- Consider a Candlestick or OHLC Chart
- If you're primarily tracking price movements alongside share counts, an OHLC (Open-High-Low-Close) or candlestick chart might work better.
- These charts visualize stock trades over time while accounting for fluctuations.
- Create Separate Charts per Stock
- If the number of trades per day creates visual clutter, try making individual stock charts and placing them in a dashboard view using Excel’s chart layouts.
- Use a Pivot Table for Aggregation
- Create a pivot table to summarize each stock's daily transactions.
- Then, use stacked bar charts or area charts to show cumulative shares.
- Adjust Label Density
- Reduce X-axis label density using Format Axis → Label Position → "Rotate Labels" or "Interval Unit" settings.