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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: max9505672 on December 07, 2017, 11:02:26 AM

Title: Questrade users - How to calculate RoR
Post by: max9505672 on December 07, 2017, 11:02:26 AM

For Questrade users following the rate of return on their investments, how do you do this to include everything (capital gains and dividends)?

Questrade has many statistics on their website;

• investment return charts
• unrealized gains and lossses

But, correct me if I'm wrong, those do not include dividends.

Would I have track every contribution to Questrade I've made, add every dividend payment and then compare it the actual value of the investment in order to get that RoR % for X period?

Thank you