Simple portfolio tracking

george.toh
george.toh Member ✭✭
edited November 2020 in Investments (Mac)
Ability to do simple tracking of portfolios, through manual entry
- Track investment additions to portfolio (just dollar amount and no share)
- Track withdrawals from portfolio (just dollar amounts)
- Track value of portfolio over time (total value and not number of shares x share price)
- display simple returns, XIRR, time weighted etc

This becomes useful in tracking custom portfolios in some funds where I don't really care about the details just want to know how the total fund is performing
2
2 votes

New · Last Updated

Comments