Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
calculator to determine total annual returns by position
Old 12-23-2017, 07:50 AM   #1
Dryer sheet aficionado
 
Join Date: Nov 2015
Posts: 26
calculator to determine total annual returns by position

hello
can anyone recommend an online calculator that will show me what my annual percentage return is for each of my holdings inc dividends where applicable. I am looking for something that includes, individual stocks, ETF's and Mutual Funds. I use Schwab to manage my accounts, however do not see this feature on their website.
Thank you very much.
__________________

Salty is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 12-23-2017, 08:49 AM   #2
Thinks s/he gets paid by the post
RockyMtn's Avatar
 
Join Date: Jul 2009
Location: North Scottsdale
Posts: 1,390
on Schwab website login and go to "Portfolio Performance" then "Rate of Return". Enter dates under "Custom Dates" and you can see entire account.

If you want by holding go to "Portfolio Performance" then to "Schwab Portfolio Checkup" then to "View Holdings" and it will give you 12 month return.
__________________

__________________
FIRE'D in July 2009 at 51...Never look back!
RockyMtn is offline   Reply With Quote
Old 12-23-2017, 09:14 AM   #3
Dryer sheet aficionado
 
Join Date: Nov 2015
Posts: 26
Quote:
Originally Posted by RockyMtn View Post
on Schwab website login and go to "Portfolio Performance" then "Rate of Return". Enter dates under "Custom Dates" and you can see entire account.

If you want by holding go to "Portfolio Performance" then to "Schwab Portfolio Checkup" then to "View Holdings" and it will give you 12 month return.
Thank you very much RockyMtn.
I did this however only see the results at the total account level. Is there a way to look at the performance of my individual holdings ( indiv stocks, mutual funds and etf's?)
thanks again!
Salty is offline   Reply With Quote
Old 12-23-2017, 09:15 AM   #4
Thinks s/he gets paid by the post
RockyMtn's Avatar
 
Join Date: Jul 2009
Location: North Scottsdale
Posts: 1,390
Quote:
Originally Posted by Salty View Post
Thank you very much RockyMtn.
I did this however only see the results at the total account level. Is there a way to look at the performance of my individual holdings ( indiv stocks, mutual funds and etf's?)
thanks again!
If you want by holding go to "Portfolio Performance" then to "Schwab Portfolio Checkup" then to "View Holdings" and it will give you 12 month return by individual holding.
__________________
FIRE'D in July 2009 at 51...Never look back!
RockyMtn is offline   Reply With Quote
Old 12-23-2017, 09:17 AM   #5
Dryer sheet aficionado
 
Join Date: Nov 2015
Posts: 26
Quote:
Originally Posted by RockyMtn View Post
on Schwab website login and go to "Portfolio Performance" then "Rate of Return". Enter dates under "Custom Dates" and you can see entire account.

If you want by holding go to "Portfolio Performance" then to "Schwab Portfolio Checkup" then to "View Holdings" and it will give you 12 month return.
RockyMtn-
Got it, jst saw the last piece of your post
THANK YOU!!!
Salty is offline   Reply With Quote
Old 12-23-2017, 11:03 AM   #6
Thinks s/he gets paid by the post
 
Join Date: Nov 2015
Posts: 1,694
How about this, may not cover all the investment options you are looking for though:

Stock Return Calculator with Dividend Reinvestment (DRIP) for EVERY Stock
__________________

bobandsherry is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Is the annual total gain of a stock assume dividends re-invested? modhatter FIRE and Money 13 08-14-2013 10:53 AM
Figuring total returns vs. price change only? Gardnr Stock Picking and Market Strategy 20 09-24-2008 09:44 PM
Total Bond Mkt Index vs PIMCO Total Return Inst/Stable Value Dude FIRE and Money 7 04-03-2008 01:11 AM
How to determine projected annual real growth of capital? Dude FIRE and Money 8 02-04-2007 02:38 PM
Investors' actual returns versus total returns JohnEyles FIRE and Money 0 11-14-2006 01:20 AM

» Quick Links

 
All times are GMT -6. The time now is 04:31 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.