Here's another snapshot of my portfolio based on breakeven price:
The column 'price' indicates the current price of the stock.
The column 'breakeven_price' indicates the breakeven price of the stock with dividends and stocks from distribution reinvestment plan included. As long as the price of stock is above the breakeven price, I can sell the stock for a profit.
The column 'breakeven_price_status' indicates if the stock price is above the breakeven price.
This is done in Python and using Pandas Dataframes.
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