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NAV & XIRR Calculator
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Portfolio Net Asset Value Growth & XIRR Calculator
Sample input data
Sample results output
1. Transactions Excel File:
. Select a spreadsheet from your local drive, containing your portfolio transactions.
Should contain columns Trade Date, Symbol, Type, Qty and Rate. Cell formatting should be text.
See sample image format above or
2. Start Date:
. Pick a date (greater than 1st Jan 2016) from when performance need to be measured. Leave it blank to select the earliest possible date for your transactions.
3. End Date:
. Pick an end date (lesser than today's date) for performance measurement. Leave it blank to select today's date.
Please wait while we process your data. It may take a few minutes...