Calculating/tracking portfolio Growth

[perez99]

Quote:

Originally Posted by pb4uski I only track YTD and use XIRR.... all you need are beginning and ending balances and the dates and amounts of additions or withdrawals. .... For us everything is in Quicken, linked to the providers and updated periodically using One Step Update.

I started using Quicken myself in the last few months. Make it much easier to understand our spending.
Can you comment on what reports you use? It seems you are exporting the data to Excel.
Thanks

[Montecfo]

I calculate returns once annually. I do not find I need to do it more often. I focus more on AA in the interim and my stock selections.

I use quicken but just for tracking expenses, not for investment returns.

[COcheesehead]

I track three numbers:
Portfolio
Networth
FIRE Pool - consists of everything I will use as a source of funds in retirement so it includes a real estate holding and a present value of social security.

I calculate year over year growth because to me that is all that matters. The formula's are all in the spreadsheet and cells are set to copy, so I only have to input numbers into one in order to update them all.

If I am really concerned about market growth Fido calculates that for me.

[KarenC]

I use the BogleheadsReturns spreadsheet. (You don’t have to be a Boglehead to use it. ;-) )


https://www.bogleheads.org/wiki/Calc...rsonal_returns

[pb4uski]

Quote:

Originally Posted by perez99 I started using Quicken myself in the last few months. Make it much easier to understand our spending. Can you comment on what reports you use? It seems you are exporting the data to Excel. Thanks

I use a Portfolio Value report subtotaled by account and then copy to clipboard (Ctrl-C) and then paste into an Excel workbook that I keep on a sheet called Data. Then other sheets reference to this Data sheet to calculate YTD return, look at AA and compare to target AA, etc.