Author Topic: Template for projections?  (Read 1156 times)

FOBStash

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Template for projections?
« on: January 05, 2016, 11:13:17 AM »
Doing a good job tracking networth and expenses for the last 2 years. I want to start tracking ROR and projections in a spreadsheet. Do you have any tools or templates you use? I'm feeling a bit overwhelmed due to the number of accounts and the number of time periods that should be used (monthly, qtrly, annually?).

Thanks in advance.

Travis

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Re: Template for projections?
« Reply #1 on: January 05, 2016, 11:23:03 AM »
ROR?

FOBStash

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Re: Template for projections?
« Reply #2 on: January 05, 2016, 11:34:34 AM »
Rate of return

Travis

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Re: Template for projections?
« Reply #3 on: January 05, 2016, 02:54:04 PM »
What ever brokerage you're using might be able to provide those kinds of figures.  I track that kind of performance through Vanguard's and Personal Capitol's apps and graphs.  With PC you can enter all of your accounts and it will aggregate them as well as track individual performance and fees in whatever time horizon you're looking for.