Performance function request

English
1

Hi there,

I have been importing all my transactions from Degiro 88 pages line by line because the PDF import didnt work (CSV does but only so/so) and after that hurdle was taken i should say that the program really looks amazing. Recently i also signed up for the mobile beta version which is also fantastic and works pretty well. So congratulations for all the good and hard work to create this tool which most brokers dont offer while they are getting paid pretty well :wink:

One feature that im missing is to see the CAGR/IRR of the total portfolio, the assets per segment so i would track my personal track record over customisable periods of time.

Eventually it would even be better if there was an option to create the performance indicators ourselves via a custom menu but im not sure if that is possible

Regards and thanks again for the great tool !

2

I am also looking for the CAGR for the entire portfolio.

I think it called TTWOR True Time-Weighted Rate of Return (annualized) but I am not 100% sure.

3

CAGR is defined only for a single initial purchase. It is its annualized naive return. In this particular case of single initial purchase, annualized TWR, IRR and CAGR are identical.

For any other cases, it is unsuitable. Unsuitable for investment where you have several deposits, withdrawal, buys, sells. To take into accounts those movements, there are two relevant metrics : TWR and MWR (=IRR).

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