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Evaluation of relative Performance for Etrade stock investment accounts
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Finance & Management > Other - Finance & Mgmt

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  • Posted: Sat, Feb 09, 2013
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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I would like to get a better handle of the absolute and especially relative performance (and the drivers of it) in my Etrade stock portfolio account. I like the Account Performance Report on the Etrade website which displays an account's performance against the S&P500. However, it has severe shortcomings. Two that I can think of is that I would like to see a further breakdown by which individual positions are driving over and underperformance within the account. Another is that rather than in over or underperformance of an account I might be interested in the over and under performance of a strategy. One account might contain position from different strategies, and a given strategy's positions might be spread out over different accounts.

For example, I want to know how my China strategy is performing vs. the S&P, and I have some China positions in my Taxable account and some in my traditional IRA account. Or how my ETF strategy is performing, when I have some positions in T...

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Job ID: 37703521
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