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Crazy Horse
Senior Member
Joined: 07/Dec/2010
Location: India
Online Status: Offline
Posts: 156
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   Topic: How to Measure Portfolio Performance-Help Needed
Posted: 27/Jun/2011 at 9:28am |
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Hi,
Does anyone know of a good portfolio analysis app (preferably desktop based rather than online), either paid or free, which can be used to do the analysis of one's portfolio (like that of a mutual fund with rolling 1 yr, 3 yr, 5 yr kind of return calculations and volatility no's as well)
Ideally, i am looking for one with a manual data input option.
Currently i use excel with each trade manually inserted (along with dividend and brokerage charges). While this allows me to keep track of returns since inception (through XIRR fn), it does not allow me to calculate 1 yr, 3 yr, 5 yr returns on a rolling basis.
Regards
Edited by Crazy Horse - 28/Jun/2011 at 12:54pm
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The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it (Thucydides, Circa 460 BC - 400 BC)
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photophobic111
Senior Member
Joined: 20/Mar/2009
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Posts: 162
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Posted: 28/Jun/2011 at 5:13pm |
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Hello there,
I have started using www.moneysights.com , which calculated returns for 1,3,5 years as well as for shorter duration. It auto calculates dividends/splits too. Can track MF as well.
I have just started using it so not sure how reliable calculatios are. But I checked for few stocks, dividends were bag on. Guess worth a look.
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Doing best is the essence and improving your best is the key to everything....
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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243
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Posted: 28/Jun/2011 at 11:40am |
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Looks very impressive, photophobic!
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photophobic111
Senior Member
Joined: 20/Mar/2009
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Posts: 162
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Posted: 29/Jun/2011 at 6:53pm |
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Yeah, I hve just started using it and so far I am onboard happily. ALso, check their break up part. I liked that part too. Plus proft/loss gives u how much did u gain/loose on price front+ how much did u earn on dividends, so it helps u visualize and appreciate more on dividends..
Their recommendations algorithm, I would not trust that..but it still gives u some points to ponder upon for novices like me..
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Doing best is the essence and improving your best is the key to everything....
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Crazy Horse
Senior Member
Joined: 07/Dec/2010
Location: India
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Posts: 156
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Posted: 29/Jun/2011 at 7:02pm |
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Thx, but this doesnt suit me. I need an application where historical trade data can be entered etc
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The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it (Thucydides, Circa 460 BC - 400 BC)
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photophobic111
Senior Member
Joined: 20/Mar/2009
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Posts: 162
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Posted: 29/Jun/2011 at 7:04pm |
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You can enter stocks at a previous date too..I too faced this dilemna..when you click on buy stock - checkmark that little box in that screen. This will allow u to enter trade at previous dates too.. Hope it helps
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Doing best is the essence and improving your best is the key to everything....
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jagbir
Senior Member
Joined: 17/Apr/2010
Location: India
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Posts: 331
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Posted: 29/Jun/2011 at 7:32pm |
Originally posted by photophobic111
You can enter stocks at a previous date too..I too faced this dilemna..when you click on buy stock - checkmark that little box in that screen. This will allow u to enter trade at previous dates too.. Hope it helps
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I'm a beta user of this site. Trying removing a stock from your portfolio, it won't allow you (or they might fixed this bug recently). This is very new site and having some hidden surprises.
anyhow, as we are using it just for tracking purposes, so its fine I guess.
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photophobic111
Senior Member
Joined: 20/Mar/2009
Online Status: Offline
Posts: 162
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Posted: 29/Jun/2011 at 7:43pm |
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I hve removed it, worked fie for me..guessed thy fixed it
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Doing best is the essence and improving your best is the key to everything....
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