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Tracking portfolio rate of return?
Old 01-04-2010, 07:39 PM   #1
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Tracking portfolio rate of return?

How do you track your portfolio's rate of return? I'm going to start tracking mine so am curious to hear the different methods used.
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Old 01-04-2010, 08:20 PM   #2
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the old fashion way - spreadsheet.
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Old 01-04-2010, 08:24 PM   #3
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How do you track your portfolio's rate of return? I'm going to start tracking mine so am curious to hear the different methods used.
unfortunately 'negatively' of late
spreadsheet
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Old 01-04-2010, 08:24 PM   #4
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MS Money. Is a free trial still available for download?
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Old 01-04-2010, 08:58 PM   #5
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Are there spreadsheet templates that you can download? Or did you set your own up using formulas like - How to figure your portfolio's return - USATODAY.com ?
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Old 01-04-2010, 11:28 PM   #6
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I have a spreadsheet but could do it on the back of an envelope; add up all financial assets (credit union, 401K, IRAs, taxable trading account, ibonds, spare change jar--not including paid off residence) and thats it, compare to previous year. Lost 18.8% in 2008 and gained 18% in 2009, thus not quite catching up. Could be done more precisely since taxable, pretax and tax free are mixed together but it works for me.
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Old 01-05-2010, 09:49 AM   #7
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Quicken.
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Old 01-05-2010, 10:52 AM   #8
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the old fashion way - spreadsheet.
That's modern, old fashioned way is a ledger book and quill pen.
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Old 01-05-2010, 12:09 PM   #9
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I use this spreadsheet, which I made based on instructions from an article that was linked here a couple years ago. It uses an Internal Rate of Return function, then a couple more calculations to give your personal rate of return for the average month and year.

I'd be interested to get comments as to whether I'm doing it right!
Attached Files
File Type: xls rate of return template - Copy (2).xls (24.5 KB, 22 views)
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Old 01-05-2010, 02:37 PM   #10
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I use this spreadsheet, which I made based on instructions from an article that was linked here a couple years ago. It uses an Internal Rate of Return function, then a couple more calculations to give your personal rate of return for the average month and year.

I'd be interested to get comments as to whether I'm doing it right!
That is what I use, and the template you have looks good to me.
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Old 01-05-2010, 03:16 PM   #11
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I'm wondering if there's an error in the template. For one of the columns, I put -10,000 into the January cell, zeros for the rest, and an ending balance of 20,000. This looks like it should be a 100% return but the spreadsheet only shows 71.59%.

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Old 01-05-2010, 04:24 PM   #12
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use XIRR instead.
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