I've been investing for around 5 years, but kept a very poor record of my investments. I have a spreadsheet of all my orders (buys and sells), and the dates they happened, but there's hundreds of them and many are multi-year.
i.e., buy S&P500 on 01/01/2018, sell on 01/01/2022.
What I want, is a way to work out my 'on paper' returns, for that period where I didn't actively trade that exact stock. That'd be easy if it was one ETF / index, but I have stupidly dabbled in a bunch of individual stocks.
So what I'm wondering is this: is there any app / software / excel template, where I can enter dates and quantity, and it'll automatically work out my portfolio history?
i.e.;
Ticker | Quantity | Date |
---|---|---|
AMZN | + 3 | 01/01/2018 |
AMZN | – 1 | 01/03/2019 |
GME | +69 | 01/05/2019 |
LCID | -100 | 06/09/2020 |
AMZN | +1 | 01/01/2022 |
And then it'd work out what my balance / annual returns were. I'd imagine a nice graph or something.
a) Surely this data is public, so it'd be easy to calculate, just labour intensive.
b) This would be beneficial cross-broker.
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