How do I get portfolio loss/gain over a time period e.g. tax year?

Saturday, Dec 23 2017 by

how do I get portfolio loss/gain over a time period e.g. calendar or tax year?

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2 Posts on this Thread show/hide all

jonesj 25th Dec '17 1 of 2

1 Set up a Google spreadsheet with the contents of every trading account in it.
2 Set a Google calendar reminder to download at periodic intervals (e.g monthly). Download as csv file to get the data rather than any formulae.
3 Put the summary data in an Excel spreadsheet with (for example), one column per month.

Before you know it, you will have several years of data.

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nickwild 25th Dec '17 2 of 2

Thank you.

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