Calculating Monthly Profits

[sri_guni]

Hi Members,
I have recently started investing in stock market, I keep adding amounts on a monthly basis, most of my holding are for long time and I do sellout stocks sometimes, I want your help to tell about how to calculate growth % of my portfolio, I use excel, I would like to know what would be the right way to calculate, here is a sample I am using let me know how I can improve on this, this calculation I am doing it on last day of the month

Below are columns I use in my sheet with explanation

[A] - Period - Month and Year (Last day of Month)
- Investments - Amounts moved to trading account
[C] - Value of Stocks - Value of all stocks as of last working day
[D] - Cash Bal - Cash balance in trading account as of last working day
[E] - [C] + [D]
[F] - Cumulative Investments till date ( Cum. for last month + )
[G] - Profit curr. month [E] - [F] - Last Month Profit

Please give your valuable comments,

Thanks,
Sri

 

[anjandatta]

can u send me the excel application
of it, i will be greatful to u

 

[hiren43]

Hi Members,
I have recently started investing in stock market, I keep adding amounts on a monthly basis, most of my holding are for long time and I do sellout stocks sometimes, I want your help to tell about how to calculate growth % of my portfolio, I use excel, I would like to know what would be the right way to calculate, here is a sample I am using let me know how I can improve on this, this calculation I am doing it on last day of the month

Below are columns I use in my sheet with explanation

[A] - Period - Month and Year (Last day of Month)
- Investments - Amounts moved to trading account
[C] - Value of Stocks - Value of all stocks as of last working day
[D] - Cash Bal - Cash balance in trading account as of last working day
[E] - [C] + [D]
[F] - Cumulative Investments till date ( Cum. for last month + )
[G] - Profit curr. month [E] - [F] - Last Month Profit

Please give your valuable comments,

Thanks,
Sri

can u send me the excel file of ur profits calculater, i will very thankful to u.

 

[navrock]

can you please send me your excel sheet !!!

 

[raju28p]

pls send me excel sheet it would be helpfull

 

[vipul66]

pls send excel sheet if u dont have problem

 

[sri_guni]

Hi Vipul,
Sorry for the delay it has been sometime since I logged on to Traderji, Please find attached the excel,

Thanks,
Sridhar

 

[AmoghG]

http://portfolio.rediff.com/money/jsp/portfolio_login_process.jsp

 

[ganai]

Hi Vipul,
Sorry for the delay it has been sometime since I logged on to Traderji, Please find attached the excel,

Thanks,
Sridhar

thanks mate. I think this will be useful.

 

[rajaguru]

sri guni thanks a lot. till now i was just pumping money but now i will sart analysing my bets.