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Learning, Sharing, and Teaching => Investor Alley => Topic started by: indoexile on April 22, 2013, 05:51:49 PM

Title: Etrade portfolio performance
Post by: indoexile 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?
Title: Re: Etrade portfolio performance
Post by: KingCoin 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.
Title: Re: Etrade portfolio performance
Post by: indoexile 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.