Hmm. Perhaps someone in the thread added that modification at some point. I can do some digging and see where it came from.I don't see that in version 2.1 of longinvest's spreadsheet, which according to the wiki is the latest. Perhaps the image you showed was from an earlier version or a custom modification? In any event, I'll add the items noted in my post above and release a new version in the upcoming weeks.I was referring to this section on the old sheet:By portfolio growth, do you mean a chart of portfolio balance since the start date? In addition to a portfolio balance data series, I can add another data series on the same chart for net contributions; i.e., cumulative (monthly flow = contributions - withdrawals).Thanks a lot for this, it is great!
I do have a feature request if you do another release. Can you include the portfolio growth; in/out, gain/loss (market), year end value, and total growth calculations for the portfolio as a whole?
Can't really do gain/loss because that requires knowing the cost basis. Can't compute the cost basis because we aren't capturing dividends in the tool (to keep it simple).
What do you mean by total growth calculations for the portfolio as a whole? Isn't that reflected in trailing returns for life of accounts section in the left-most column (column B, labeled Portfolio)?
For year-end value, I can add a table that shows annual year-end value for overall portfolio and each account.
BTW, I'm planning to restructure the account sheets to switch columns D and E to have a contiguous block of contribution/withdrawal/balance columns, and move the missing+extra warnings from column F to column A. I'll be making other changes on the hidden sheets as well. Not sure when I'll get to this. Maybe 1 or 2 weeks (?)
https://ibb.co/ZKrfB3g
Statistics: Posted by BHawks87 — Sat Jan 27, 2024 12:21 am — Replies 29 — Views 2614