Where can I find % return from opened and closed positions for different time periods?

Q&A
1

Hi, I am interested in knowing my overall percentage return from all opened and closed positions for different time periods (e.g. 2020, YTD). May I know where can I find this information?

Is there also a way to find out the overall percentage return from the Portfolio and Other Assets?

Thanks!

2

Hi,

Overall percentage return from all positions (and dividends) for different time period would be XIRR which can be found here → Portfolio Report

This is not available yet. Please raise a feature request for this.

Cheers,
Evan

3

Hi Evan,

Thanks for your reply.

For the year 2021, I’m seeing an XIRR of 255.86%. How should I interpret this?

Also, how can I create a feature request? I remember there was a Trello board previously, but couldn’t find it from the website.

4

Hi,

For the year 2021, I’m seeing an XIRR of 255.86%. How should I interpret this?

XIRR is annualized and it basically means that if you managed to repeat your performance for the rest of 2021 like you did so far for Jan and Feb, you should be looking at a return of 256.86%.

You can make a feature request through this → StocksCafe
The trello link is also there :slight_smile:

Cheers,
Evan