Thanks I will look into that.This part doesn't seem right. You should be dividing your total gain/loss by your initial investment amount. That is your return for the period.
I then subtract and find the difference between that number and what is still currently invested.
Do yourself a favor and track your returns using the Morningstar website or some other free software. The math isn't as straightforward as you would think, especially if you are continuing to add or withdraw from the account, receiving dividends, splits, etc. Morningstar will calculate your returns for you for various periods (1 week, 1 month, 1 year, 3 years, etc.) and let you compare your performance to an index fund like the SP500.
Statistics: Posted by EasyC — Fri Aug 29, 2025 9:34 am — Replies 16 — Views 673