Calculating Individual Rate of Return?

[GoogleCodeExporter]

This is an Enhancement, I'm using version 3.1
One very useful calculation that could be incorporated into this tool would be 
an individual rate of return on specific securities, and for a portfolio as a 
whole.

Currently MyPersonalIndex keeps track of a series of cash flows on specific 
date by entering Trades manually as stock purchases. With this data you can 
calculate the Individual Rate of Return for a specific security. An example of 
how to do this in Excel is shown here: 
http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-excel-to-calculate-annua
lized-returns/ 

This not only could be done for individual securities, but for portfolios as a 
whole - if you took all of the dates of stock purchase with the associated cost 
of stock purchases for all securities, and assumed that the security was sold 
today at its current price, you can figure out the overall portfolio's rate of 
return, which can be very helpful in understanding how one portfolio compares 
to another.

Let me know if this is something of interest to you, I may be able to help code 
it up.

Original issue reported on code.google.com by david.si...@gmail.com on 14 Aug 2011 at 7:10

[GoogleCodeExporter]

I'm not sure I understand what you are asking. MyPersonalIndex already does 
XIRR on the overall portfolio and individual securities.  That is the whole 
reason the software was made.  Can you give me an actual example of what you 
mean?

Thanks,
Matt

Original comment by mypersonalindex@gmail.com on 16 Aug 2011 at 3:32

[GoogleCodeExporter]

Matt,
Please let me know if I can provide any additional information that would be
helpful in troubleshooting this problem, or if I've misunderstood how the
software works. Your application appears to be quite useful, but I'm
confused as to how I'm getting the return numbers in the example I gave.

Original comment by david.si...@gmail.com on 23 Aug 2011 at 3:49

[GoogleCodeExporter]

The "Return" column on each view shows your XIRR including all dates.  On the 
statistics view, you can see your return on the portfolio as a whole by adding 
the "Return" statistic.  All gain/loss calculations are based on the exact 
calculation method you are describing.

Original comment by mypersonalindex@gmail.com on 24 Aug 2011 at 1:21

[GoogleCodeExporter]

Original comment by mypersonalindex@gmail.com on 10 Dec 2011 at 11:44

• Changed state: Invalid