Author Topic: Etrade portfolio performance  (Read 5857 times)

indoexile

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Etrade portfolio performance
« on: April 22, 2013, 05:51:49 PM »
I must be missing something, because I am having quite a bit of trouble trying to view my portfolio performance in etrade across multiple years  to see my true performance of my portfolio since inception based on how much I have put into the account myself. Does anyone know where I can find this sort of information?

KingCoin

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Re: Etrade portfolio performance
« Reply #1 on: April 23, 2013, 09:57:02 AM »
I used to primarily use E*Trade and remember their performance analytics to be sorely lacking. Besides limiting the performance timeframe, it would do things like ignore dividends in return calculations. It's probably worth giving them a call to see if you're missing something, but you might have to roll up you sleeves and build a spreadsheet to do the calculations yourself.

indoexile

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Re: Etrade portfolio performance
« Reply #2 on: April 23, 2013, 11:59:47 AM »
The dividend in return calculations is exactly what I am looking for. Yeah I could make a spreadsheet but I am lacking any excel skills.