littleoldlady
Member of DD Central
Running down all platforms due to age
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Post by littleoldlady on Jun 17, 2018 17:49:58 GMT
Does anyone know how to calculate how one has done on this platform? I find it very opaque. I have tried to analyse the statement using Excel but it is difficult to down load a complete statement as you are limited to 3 months worth and even after building up a complete file I have been unable to get any spreadsheet to give me any idea of performance.
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bigfoot12
Member of DD Central
Posts: 1,817
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Post by bigfoot12 on Jun 19, 2018 6:48:03 GMT
What I do for most platforms is look at bank transfers in and out. This way I don't need to rely on a platform's data and I can use the same spreadsheet for any platform (except Zopa - I have had that too long, I paid money in on different debit cards and from different accounts).
Then you need to estimate the current value of the portfolio - from what I read of PM this might be more art than science and the shorter the length of time you have held the account and the fewer investments have paid out the more sensitive to this estimation the calculations will be.
I then use xirr on a spreadsheet (librecalc in my case).
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