where to find excel template for ROI stocks/mutual funds

[Guest]

Can anyone suggest a download site to obtain a pre-formatted ss that will
provide ROI results for multiple years, months cash flows/balance in a
brokerage account.

Another words, I want to know my ROI in my acccount on a montly basis over 5
years.

 

[Niek Otten]

I think you will find the Xirr() function helpful.
If you get a #NAME error: Tools>Add-ins, check Analysis Toolpak

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Kind regards,

Niek Otten

| Can anyone suggest a download site to obtain a pre-formatted ss that will
| provide ROI results for multiple years, months cash flows/balance in a
| brokerage account.
|
| Another words, I want to know my ROI in my acccount on a montly basis over 5
| years.

 

[Guest]

Thank you for the function. However, what I'm looking for is a pre-formatted
spreadsheet. Not one I have to make myslef.

 

[Guest]

Check out:

http://office.microsoft.com/en-us/templates/TC011589891033.aspx

 

[Guest]

your going in the right direction, but this appears to me to be for a one
time analysis and not desiged for what I"m looking for.

Looks like I'm on my own. I am quite capable of doing this, I was just
looking to save time.

Thanks for the formula and your efforts.