FIRE-Path Lion Portfolio Tracking Spreadsheet - Template
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TickerQTYCurrent Price
Currency
Exchange Rate
SGD Equivalent
Portfolio %
DCA Price (OCY)
DCA Price (SGD)
OCY Cost Basis
SGD Cost Basis
Gain/Loss (OCY)
Gain/Loss (SGD)
Gain/Loss (SGD)
XIRR
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Cash0.00$1.00SGD1$0.000.00%$1.00
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IWDA273$63.68USD1.35707$23,592.1766.83%$53.15$73.02$14,511.00$19,935.0919.80%18.34%$3,657.0811.31%
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EIMI89$29.38USD1.35707$3,548.4910.05%$29.97$40.21$2,667.72$3,578.65-1.98%-0.84%-$30.16-2.62%
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ES3.SI2483$3.29SGD1$8,161.6223.12%$3.24$5,828.6940.02%$2,332.9318.33%
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Total Value$35,302.29XIRRFee Loss %Rate Loss %
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Total Cost-$29,907.3912.19%1.889%0.287%
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Gain/Loss$5,394.90
3.33% per Year
Monthly Forever
Rate Loss Total
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Gain/Loss %18.04%$1,175.57$97.96-$64.02
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