how to track gains with excel

[sk55]

hi guys,

do you guys have any spreadsheets that would help me track my yearly gain with PP?

i typically make contributions monthly,  so i just need something to track my gains YTD?

* nevermind i found hoost google spreadsheet in prior post, this should do the trick.

thanks hoost!

[AdamA]

hi guys,

do you guys have any spreadsheets that would help me track my yearly gain with PP?

i typically make contributions monthly,  so i just need something to track my gains YTD?

* nevermind i found hoost google spreadsheet in prior post, this should do the trick.

thanks hoost!

The best and simplest way I've found is to use the "XIRR" function. 

[l82start]

i am using the XIRR as part of my spread sheet in open office, i built it (converted from excel or Google docs i cant recall which) from a template that was posted here on the forum, but i haven't been able to find the thread it was posted in  (my late night Google-fu is failing me)  if somebody else doesn't come up with a link for you i will try again tomorrow..

[hoost]

My spreadsheet that he's referring to uses xirr to calculate both total returns and YTD returns.  This is the post that contains the link and a set of basic instructions for anyone who is looking for it.

http://gyroscopicinvesting.com/forum/ht ... 692#p32692

I'm happy to answer any questions regarding its functionality.

[l82start]

i found the XIRR_CAGR template i was thinking of, it was posted by MCSquared,
http://gyroscopicinvesting.com/forum/ht ... 6584#p6584

hoosts template looks like a very good one as well.. it tracks more than just the XIRR, it is "all in one" and is similar to the one i have built up for myself from a variety of templates posted here.