Tag: Tool

In Properties of Money we have seen the importance of "r" - or annualized returns. As an investor, how would you assess your investments across various assets and compare their relative returns?

MS Excel's "Extended Internal Rate of Return"-XIRR function is one such metric.

XIRR is a money-weighted annualized return …

My transactions in and out of Mutual Funds ran into the 100s last financial year.
Here is a generic tool I created to compute gains for tax filing this year.
Given all trades ever (e.g in a MF folio), the tool applies First-In-First-Out logic to compute gains in sales …