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Investment Tracker - [Account Nickname]
Investment Tracker by Vertex42.com
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© 2017 Vertex42 LLC
Note: For illustrative and educational purposes only.
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Total Invested:
 1,750
Gain (Loss):
 70
Annualized Return:
8.3%
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Total Value:
 1,820
% Gain (Loss):
3.98%(using XIRR)
Current Cash:
 -
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NOTES
◄ Use notes for goals, reminders, top holdings, etc.
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Other Information
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DateAmount InvestedTotal ValueTotal InvestedTotal Gain (Loss)Total % Gain(Loss)Change in Gain(Loss)% Gain(Loss) This PeriodXIRR To-Date6-Period XIRRComments[label][label][label]
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1-Dec-15 1,000 1,000 1,000 0 0
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1-Jan-16 150 1,160 1,150 10 0.9% 10.00 1.0%12.4%
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1-Feb-16 150 1,298 1,300 (2)-0.1%(11.60)-1.0%-0.9%
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1-Mar-16(200) 1,137 1,100 37 3.4% 38.95 3.0%13.7%
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1-Apr-16 150 1,310 1,250 60 4.8% 22.75 2.0%16.7%
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1-May-16 150 1,421 1,400 21 1.5%(39.30)-3.0%4.4%4.4%
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1-Jun-16 1,492 1,400 92 6.6% 71.04 5.0%15.9%16.5%
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1-Jul-16 200 1,687 1,600 87 5.4%(5.24)-0.4%12.4%17.4%
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1-Aug-16 150 1,820 1,750 70 4.0%(16.87)-1.0%8.3%5.7%
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Insert new rows above this one, then copy formulas down
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1-Aug-16(1,820)
◄ Used for the XIRR formula
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