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Geraldo L.

01 Mar 2020

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How do you track your investment performance/returns (XIRR, CAGR, etc.)?

What are some ways that you can track your investment performance long term, and short term?

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Roderik Emmerink

09 Nov 2021

I use Tradey (https://tradey.nl/), with a free account you can track all your accounts (p2p, stocks, real estate, etc), see their relative allocation, XIRR, and your historic total worth in a chart. It also shows how attractive your individual stocks are and I use it to buy and sell those stocks now and then.

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Davin

01 Mar 2020

I use this apps call My Stocks Portfolio & Widget.
They provide all the tracking include XIRR and it's FOC.
Else u can use excel to track all these easily.

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Frankie Rappaport

29 Feb 2020

Excellent question.

when investing into single stocks it seems very important to compare one's tota...

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Hi investment gurus, need some help on XIRR calculations for tracking of performance returns - should I include the sale of equities and dividends paid out but reinvested later on?

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