How to track your Portfolio's XIRR using MS- Excel.
Why XIRR - determine the performance of an investment over a time period lets say 2, 5 & 10 yr.
⪀if your PF doing better than best Fund Mgr's PF
⪀equity is the best asset-class
etc
🧵⬇️
Why XIRR - determine the performance of an investment over a time period lets say 2, 5 & 10 yr.
⪀if your PF doing better than best Fund Mgr's PF
⪀equity is the best asset-class
etc
🧵⬇️
What is XIRR & how its different from CAGR⬇️
As our investments are random, monthly, qly or yearly - XIRR is the right tool to measure the returns.
Watch the below video:
youtube.com
As our investments are random, monthly, qly or yearly - XIRR is the right tool to measure the returns.
Watch the below video:
youtube.com
I will be sharing with you xl-sheet, which helps us to get net XIRR.
Data include ~
Buy
Sell - profit/ loss
Dividends - net taxes
Multiple Accounts Transctions
TDS & Advance Taxes to be paid..
& xl sheet also captures adv taxes to be paid to Govt on dividends..
Data include ~
Buy
Sell - profit/ loss
Dividends - net taxes
Multiple Accounts Transctions
TDS & Advance Taxes to be paid..
& xl sheet also captures adv taxes to be paid to Govt on dividends..
This is how it looks:
Sample Portfolio⬇️
Sample Portfolio⬇️
To calculate net dividends - please add the right percentage.
Picture1: its 34.32% as the income of this person is above 50L
Picture2: its 0%, may be spouse or son's account whose income is less than 2.5L
⬇️
Picture1: its 34.32% as the income of this person is above 50L
Picture2: its 0%, may be spouse or son's account whose income is less than 2.5L
⬇️
Taxes: I suppose any dividends above 5,000 - TDS is deducted. This sheet does capture that info⬇️
If in case you wish to know individual stock's XIRR - create a seperate sheet in the same xl-file⬇️
To know XIRR on any day - just put your portfolio value here⬇️: xl-sheet throws latest XIRR:
Here is your xl-file template to track xirr.
Its very simple & easy to maintain.
First time you have to put efforts - after that its quite simple & takes few mins only to update.
⬇️⬇️
docs.google.com
Its very simple & easy to maintain.
First time you have to put efforts - after that its quite simple & takes few mins only to update.
⬇️⬇️
docs.google.com
Please Retweet - I am sure this xl-sheet should be helpful to investors here⬇️
Updated the XIRR File - download using the below link:⬇️⬇️
docs.google.com
docs.google.com
A stupid person has edited the original template. Re-sharing⬇️
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