Calculating Monthly Profits

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  #1  
Old 19th October 2007, 09:47 PM
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sri_guni is on a distinguished road
Question Calculating Monthly Profits



Hi Members,
I have recently started investing in stock market, I keep adding amounts on a monthly basis, most of my holding are for long time and I do sellout stocks sometimes, I want your help to tell about how to calculate growth % of my portfolio, I use excel, I would like to know what would be the right way to calculate, here is a sample I am using let me know how I can improve on this, this calculation I am doing it on last day of the month

Below are columns I use in my sheet with explanation

[A] - Period - Month and Year (Last day of Month)
[b] - Investments - Amounts moved to trading account
[C] - Value of Stocks - Value of all stocks as of last working day
[D] - Cash Bal - Cash balance in trading account as of last working day
[E] - [C] + [D]
[F] - Cumulative Investments till date ( Cum. for last month + [b] )
[G] - Profit curr. month [E] - [F] - Last Month Profit

Please give your valuable comments,

Thanks,
Sri

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  #2  
Old 13th December 2007, 03:21 PM
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Join Date: Feb 2007
Posts: 7
anjandatta is on a distinguished road
Default Re: Calculating Monthly Profits

can u send me the excel application
of it, i will be greatful to u

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  #3  
Old 13th December 2007, 07:01 PM
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Join Date: Dec 2007
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hiren43 is on a distinguished road
Default Re: Calculating Monthly Profits

Quote:
Originally Posted by sri_guni View Post
Hi Members,
I have recently started investing in stock market, I keep adding amounts on a monthly basis, most of my holding are for long time and I do sellout stocks sometimes, I want your help to tell about how to calculate growth % of my portfolio, I use excel, I would like to know what would be the right way to calculate, here is a sample I am using let me know how I can improve on this, this calculation I am doing it on last day of the month

Below are columns I use in my sheet with explanation

[A] - Period - Month and Year (Last day of Month)
[b] - Investments - Amounts moved to trading account
[C] - Value of Stocks - Value of all stocks as of last working day
[D] - Cash Bal - Cash balance in trading account as of last working day
[E] - [C] + [D]
[F] - Cumulative Investments till date ( Cum. for last month + [b] )
[G] - Profit curr. month [E] - [F] - Last Month Profit

Please give your valuable comments,

Thanks,
Sri
can u send me the excel file of ur profits calculater, i will very thankful to u.

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  #4  
Old 13th December 2007, 07:31 PM
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Join Date: Dec 2007
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navrock is on a distinguished road
Default Re: Calculating Monthly Profits

can you please send me your excel sheet !!!

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  #5  
Old 14th December 2007, 08:15 AM
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raju28p is on a distinguished road
Default Re: Calculating Monthly Profits

pls send me excel sheet it would be helpfull

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  #6  
Old 15th December 2007, 11:31 PM
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vipul66 is on a distinguished road
Default Re: Calculating Monthly Profits

pls send excel sheet if u dont have problem

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  #7  
Old 23rd December 2007, 04:57 PM
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sri_guni is on a distinguished road
Default Re: Calculating Monthly Profits

Hi Vipul,
Sorry for the delay it has been sometime since I logged on to Traderji, Please find attached the excel,

Thanks,
Sridhar

Attached Files
File Type: xls Portfolio.xls (20.0 KB, 127 views)
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  #8  
Old 24th December 2007, 11:55 AM
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Join Date: Jul 2007
Location: Thane
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AmoghG is on a distinguished road
Default Re: Calculating Monthly Profits

http://portfolio.rediff.com/money/js...in_process.jsp

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  #9  
Old 29th December 2007, 07:08 PM
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ganai is on a distinguished road
Cool Re: Calculating Monthly Profits

Quote:
Originally Posted by sri_guni View Post
Hi Vipul,
Sorry for the delay it has been sometime since I logged on to Traderji, Please find attached the excel,

Thanks,
Sridhar
thanks mate. I think this will be useful.

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  #10  
Old 29th December 2007, 10:36 PM
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Join Date: Dec 2007
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rajaguru is on a distinguished road
Default Re: Calculating Monthly Profits

sri guni thanks a lot. till now i was just pumping money but now i will sart analysing my bets.

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