Where can I find a template for portfolio return? I'm looking for one that can do Time Weighted Return and Money Weighted Return.
My 401K, IRA, and Brokerage accounts have hopped around 5-6 different fund managers / brokerage firms in the past 2 years and I just want to aggregate all of the activity into one spreadsheet to find out my return for the past 2 years.
Why dont you just build a simple excel spreadsheet with your current holdings and past performance data to lazy son of a btch. JK, should be able to find something online. Its called GOOGLE.
There's stuff online but nothing for a portfolio with 10+ securities.
Everything I can find is for only one security.
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