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Anonymous

31 Aug 2021

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General Investing

How would you track stock portfolio if part of your investment is in roboadvisor?

Wondering how to neatly record/track robo advisor performance alongside individual stock performance in one excel file

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Sherwin Lim

Edited 01 Sep 2021

I periodically track the portfolio value over capital invested in my main portfolio spreadsheet. Update prob once a month. Doesn’t fluctuate much.

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Tan Choong Hwee

01 Sep 2021

Solutions Specialist at Providend

Just track your buy / sell / dividend (if not reinvested) transactions in dollar amount with date stamps for your robo advisor portfolio. You can easily compute IRR using XIRR function in Excel.

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