How to Measure Portfolio Performance-Help Needed
Printed From: The Equity Desk
Category: Personal Finance & Lifestyle-Strategies & problems
Forum Name: Personal Finance - Startegies
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URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=3311
Printed Date: 25/Jun/2024 at 11:00am
Topic: How to Measure Portfolio Performance-Help Needed
Posted By: Crazy Horse
Subject: How to Measure Portfolio Performance-Help Needed
Date Posted: 27/Jun/2011 at 9:28am
Hi,
Does anyone know of a good portfolio analysis app (preferably desktop based rather than online), either paid or free, which can be used to do the analysis of one's portfolio (like that of a mutual fund with rolling 1 yr, 3 yr, 5 yr kind of return calculations and volatility no's as well)
Ideally, i am looking for one with a manual data input option.
Currently i use excel with each trade manually inserted (along with dividend and brokerage charges). While this allows me to keep track of returns since inception (through XIRR fn), it does not allow me to calculate 1 yr, 3 yr, 5 yr returns on a rolling basis.
Regards
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The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it (Thucydides, Circa 460 BC - 400 BC)
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Replies:
Posted By: photophobic111
Date Posted: 28/Jun/2011 at 5:13pm
Hello there,
I have started using www.moneysights.com , which calculated returns for 1,3,5 years as well as for shorter duration. It auto calculates dividends/splits too. Can track MF as well.
I have just started using it so not sure how reliable calculatios are. But I checked for few stocks, dividends were bag on. Guess worth a look.
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Doing best is the essence and improving your best is the key to everything....
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Posted By: smartcat
Date Posted: 28/Jun/2011 at 11:40am
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Looks very impressive, photophobic!
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Posted By: photophobic111
Date Posted: 29/Jun/2011 at 6:53pm
Yeah, I hve just started using it and so far I am onboard happily. ALso, check their break up part. I liked that part too. Plus proft/loss gives u how much did u gain/loose on price front+ how much did u earn on dividends, so it helps u visualize and appreciate more on dividends..
Their recommendations algorithm, I would not trust that..but it still gives u some points to ponder upon for novices like me..
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Doing best is the essence and improving your best is the key to everything....
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Posted By: Crazy Horse
Date Posted: 29/Jun/2011 at 7:02pm
Thx, but this doesnt suit me. I need an application where historical trade data can be entered etc
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The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it (Thucydides, Circa 460 BC - 400 BC)
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Posted By: photophobic111
Date Posted: 29/Jun/2011 at 7:04pm
You can enter stocks at a previous date too..I too faced this dilemna..when you click on buy stock - checkmark that little box in that screen. This will allow u to enter trade at previous dates too.. Hope it helps
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Doing best is the essence and improving your best is the key to everything....
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Posted By: jagbir
Date Posted: 29/Jun/2011 at 7:32pm
Originally posted by photophobic111
You can enter stocks at a previous date too..I too faced this dilemna..when you click on buy stock - checkmark that little box in that screen. This will allow u to enter trade at previous dates too.. Hope it helps
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I'm a beta user of this site. Trying removing a stock from your portfolio, it won't allow you (or they might fixed this bug recently). This is very new site and having some hidden surprises.
anyhow, as we are using it just for tracking purposes, so its fine I guess.
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Posted By: photophobic111
Date Posted: 29/Jun/2011 at 7:43pm
I hve removed it, worked fie for me..guessed thy fixed it
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Doing best is the essence and improving your best is the key to everything....
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Posted By: Crazy Horse
Date Posted: 02/Jul/2011 at 7:16pm
Hi Photophobic,
the performance section only shows me options for 1d, 1w, 1m, 3m, 6m and 1 year returns. It doesnt show me option for times longer than 1 year.
Am i missing something?
Regards
Originally posted by photophobic111
Hello there,I have started using www.moneysights.com , which calculated returns for 1,3,5 years as well as for shorter duration. It auto calculates dividends/splits too. Can track MF as well. I have just started using it so not sure how reliable calculatios are. But I checked for few stocks, dividends were bag on. Guess worth a look.
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The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it (Thucydides, Circa 460 BC - 400 BC)
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