I would like to share a sample Google Doc Spreadsheet, which is very useful for portfolio performance monitoring and comparing with benchmark performance with minimal efforts.
https://docs.google.com/spreadsheet/ccc?key=0AuEBLFYAirxHdExzR3lEeVB5YkRyeEJ3aUwtRjBCbnc
With this following is automatically calculated on daily basis.
- Annualized Yield on your Investment till date.
- Annualized Yield of benchmark Sensex till date. Best part is that it takes only those days into account for which individual scrip was held.
- Daily Price and its difference with yesterday price for individual security.
I like to track using Google Finance, because the possibilities are endless and you can customize the sheet as per your liking. You are not tied with the availability / unavailability of any feature in the Portfolio Tracking Tools on online websites.
**P.S.: In case any of you donât feel comfortable enough with EXCEL Formulas and want some customization in the sheet, let me know, I will try to do the same. **
Disc.: The quantities bought and sold in the sample portfolio sheet do not represent the actual transactions made by me or anyone else. This disclosure is being made to comply with the posting guidelines on Valuepickr.