Alternatively, rather than keeping monthly records for each and every month, you can just keep the records for only when actual trades occurred. This is a example for a AIM portfolio comprised of 50/50 stock/gold as the 'Stock' (SHY used for 'Cash').
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.