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Investment Portfolio Tracker – automated portfolio return calcs and benchmarking

3 点作者 getToTheChopin大约 1 年前

4 条评论

getToTheChopin大约 1 年前
Free google sheet template with the following features:<p>- Uses Google Finance formulas to automatically pull the current share price of your investments daily<p>- Calculates the $ and % return of your portfolio between any range of dates<p>- Comparison of your portfolio’s performance versus the S&amp;P 500 index and any custom benchmark of your choice<p>- Dividend tracking<p>- Reporting on realized gains (super helpful during tax time!)<p>- Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.)<p>- Tracks assets in multiple countries, and converts all values into one common currency<p>- Automated re-balancing calculations versus your target asset allocation<p>- Supports up to 250 stock tickers, 10 investment accounts, 25 investment categories, and 5 currencies
nimzoLarsen大约 1 年前
The TD direct investing platform offers useful return calculations (effectively shows your simple rate of return, and does not accurately handle contributions &#x2F; withdrawals). Will give this a try, thanks for sharing.
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exig0211大约 1 年前
Look OK but cant beat portfolioslicer: <a href="https:&#x2F;&#x2F;portfolioslicer.com&#x2F;about.html" rel="nofollow">https:&#x2F;&#x2F;portfolioslicer.com&#x2F;about.html</a>
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earthWindFi大约 1 年前
Looks promising. Does this sheet calculate both money-weighted returns and time-weighted returns?
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