unfortunately 'negatively' of lateHow 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.
That's modern, old fashioned way is a ledger book and quill pen.the old fashion way - spreadsheet.
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!![]()