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TimeValue Software
22 Mauchly
Irvine, CA 92618
(949) 727 - 1800
FAX (949) 727 - 3268

info@timevalue.com

TCalc™ Financial Calculators


What is the yield on my portfolio?

A common way to track investment performance is to compute an annualized return. This task becomes difficult when complicated by taxes, fees, dividends, and trading activity. The following calculator makes calculating yields easy; it computes the before and after tax yield for an investment with up to 9 trading activities.

First, enter the beginning and ending dates of the time period you wish to analyze. Next, enter the total portfolio value on these dates. Finally, enter the transactions (including buys, sells, taxes, fees and dividends) that occurred between the beginning and ending dates.

Click the "Add" button to enter new transactions.


Starting date

Starting balance

Current date

Current balance


Transaction History

Date

Amount

Fee

Tax

Cost basis

%$


Annual Yield

After taxes and fees

25.847 %

Before taxes

28.342 %

Before fees

26.966 %

Before taxes and fees

29.403 %


Totals

Amounts invested

$0.00

Amounts sold

$2,000.00

Dividends

$0.00

Taxes

$323.00

Fees

$100.00

Calculator tips

This calculator uses "daily" compounding to compute the yield over the time period entered.

This calculator computes taxes on sell events and dividends. Cost basis and fees reduce the amount of a sell transaction subjected to tax. Fees reduce the amount of dividend subject to tax.

Be sure not to enter dividend transactions if they are already included in your "current balance". If you do, the dividend will be double counted and the yield will be overstated.

Calculator disclaimer

The information provided by these calculators is for illustrative purposes only. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results. The calculated results are intended for illustrative purposes only and accuracy is not guaranteed.

Presented by TimeValue Software ©2008

Investment Calculator

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