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Monevator.com
Disclaimer: This spreadsheet does not constitute financial advice and the creators are not responsible for any results or mistakes. Please consult a financial advisor if you need one.
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Read our full article:
https://monevator.com/how-to-unitize-your-portfolio/
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1. YOU MUST MAKE A COPY OF THE SHEET FOR YOUR OWN USE
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2. PLEASE SEE TOOLTIPS ON INDIVIDUAL CELLS
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Portfolio cashflow
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Cashflow in and out of the portfolio feeds the Unitized return tab
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InflowsOutflows
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DateExternal money contributed to investment account (£)Withdrawals from investment account (£)Total cashflow (£)
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31 Dec 202350,000.0050,000.00
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31 Jan 20246,000.006,000.00
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29 Feb 202415,240.0015,240.00
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31 Mar 202410,016.50-10,016.50
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2 Jan 20261,000.00-1,000.00
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71,240.0011,016.5060,223.50
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Input data into column
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Calculation handled automatically
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