I may be overcomplicating this question ...
I am an active trader using futures, options, and shares. I am wanting to track my daily / monthly portfolio performance in excel and to account for my inflows and outflows. I make about 5-10 cash transactions a month.
Easily I have my daily starting balance, ending balance, and simple return on a daily basis, also with any purchases / redemptions.
I am searching for an excel template to account for a time-weighted return.
Any thoughts?
I am an active trader using futures, options, and shares. I am wanting to track my daily / monthly portfolio performance in excel and to account for my inflows and outflows. I make about 5-10 cash transactions a month.
Easily I have my daily starting balance, ending balance, and simple return on a daily basis, also with any purchases / redemptions.
I am searching for an excel template to account for a time-weighted return.
Any thoughts?