Total Return?

[kosmicmisfit]

Hello
You have a great software! Initially I was hesitant due to simple looking graphs compared to other flashy ones. But its great product.

If my understanding is correct none of the 'Portfolio' graphs include dividends in the calculation? If so how do I get a graphs of Invested amount + Gain/Loss + Reinvested Dividends + Distributions. I am trying to ascertain how much I have made ie my 'Total Return'

It would be nice to be able to edit multiple Investments because I am in UK with UK, US holdings.

Many thanks for your support. Are there any special offers?

Regards

[Mark]

Hi kosmicmisfit,

If you track cash, and any paid out distributions are deposited into cash, your "Portfolio Value" graph will reflect the performance. You can also plot the "Portfolio Cost - Value" and "Portfolio Gain" graphs, which will show how well your value is performing compared to the invested dollars.

I didn't understand exactly what you were looking for regarding editing multiple investments?

Sorry, no, we do not offer sales or special offers.