Gurjot Portfolio

I use Google sheets and unfortunately this needs to be done manually. It’s not too difficult to be honest - you just need to enter the cash flow amounts and dates and the XIRR formula will automatically generate your XIRR.
So you don’t really need to track individual stocks, you only need to track the cash flow going in and out of the portfolio.

Sharing a few sample entries from my personal portfolio tracker

I actually don’t track my monthly returns, I track YTD returns for the current calendar year and for that you just need to know your portfolio value on 31 Dec of previous year. Rest of the process remains same - just convert the XIRR into an absolute % using this formula (YTD Performance in the formula refers to the YTD XIRR)

Hope this helps. I wish there was a tool or automated way of doing this, at least I’m not aware of any.

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