Calculating Monthly Profits

#1
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)
- 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 + )
[G] - Profit curr. month [E] - [F] - Last Month Profit

Please give your valuable comments,

Thanks,
Sri
 
#3
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)
- 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 + )
[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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