Simple Math

investmentTotal portfolio return is a very important number to watch in investments.

Many a time in our financial life we have made several investments and also hear of great investment stories of our friend and relatives.

But here in this simple excel sheet, with which you can do a reality check. Some sample investment figures are given to take you further.

If only you can input the real numbers of those investments,
date and amount of investment[in negative as it is cash gone out] and input
date and amount of sale proceeds[or if not sold, current date and current market value]
you can find out what the actual return numbers are!

Whether they have beaten inflation and if yes by what extent.

It is not a great investment if it has not even beat inflation.


These calculators (excel sheets) are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We are not responsible for any human or mechanical errors or omissions.