Calculating XIRR across asset classes

Hi,

I understand StocksCafe currently does not have a way to compute XIRR across asset classes. Could I ask the forum members how do you calculate your XIRR across asset classes? Do you use Excel to calculate each asset class, and apply some weightage based on their proportion of your portfolio to come up with the final figure? Thanks!

Hi,

I am not sure what you meant by XIRR across asset classes. If you give me clear example, we can try to get it into StocksCafe.

Cheers,
Evan

Hi Evan,

Thanks for getting back. I think the following webpage expresses well what I’m trying to do:

I have holdings across unit trusts, stocks, crypto etc., and hope to find out the total XIRR across all these assets. As a function I think it sits best at the dashboard page of StocksCafe, letting me know my return across all the asset classes I’m vested in. Hope this clarifies!

If this function is not yet available in StocksCafe, I can log a ticket? Other than that, I’m just interested how forum members generally calculate their returns across asset classes. Thanks!

Hi Gideonho,

Yes, you are right. This would sit most nicely on Dashboard. I do not think it is available in Dashboard yet. If you like, please log a ticket :slight_smile:

Cheers,
Evan

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