Hi Iamwhatuthinkiam,

I just use the overall valuation at any given point in time, so I don’t separately account for buys, sells, or dividends as they are effectively included within my overall valuation already. So I only adjust the number of units when I add new cash to my broker account or take any money out of it.

Since I wrote this piece I’ve also added an IRR measure on a spreadsheet as an additional measuring point. There’s a good piece by UK Value Investor on the merits of the two: https://www.ukvalueinvestor.com/2019/10/how-to-measure-your-portfolios-returns.html/

Hope that’s useful.

I bumped into this page by chance. Yours is one of the rare pages that shows how one can monitor their portfolio on a real-time basis. Quick question for you: Do you also type in buy/sell/ divi reinvestments? (Not sure how the s/sheet above will cope up with that)

Thanks,