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Portfolio tracker - return calculations


crastogi

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Hi Folks:

 

I am interested in a portfolio tracking software/utility which can calculate dollar weighted and time weighted returns.  Currently I do that in excel, but it is messy as I have to enter dividends, splits, etc by hand.  Also, I use Sigfig.com, but it only gives you up to 1 year returns, indices only, no dividends for comparisons.  Furthermore, i am not sure it imports data from all brokerages. 

 

I am wondering if there is any other utility available.  I am willing to pay a small amount.  Any feedback suggestions welcome. 

 

best,

 

CR

 

 

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