The Best Way To Track Portfolio Performance
Track your portfolio’s growth with precision. Analyze historical returns, yearly performance, and key metrics like total return and CAGR to stay ahead of your investment goals.
Real-Time Stock Portfolio Performance Tracker
Analyze your portfolio’s growth with our Yearly Performance Chart, which breaks down the annual returns of your investments. This visual tool highlights how your portfolio has performed each year, making it easy to identify trends, assess the impact of market conditions, and understand your gains or losses.
By comparing your year-by-year performance, you can make informed decisions to enhance your investment strategy and maximize future returns. Stay on top of your financial progress with a clear view of your portfolio’s yearly performance.
Your Return and CAGR Calculator
Two of the most important metrics you need to understand are Return and CAGR (Compound Annual Growth Rate). These figures give you a clear picture of how well your investments are performing over time.
What is Return?
Return represents the gain or loss of an investment over a specific period. It indicates how much your investment has grown or shrunk relative to its initial value. Return is a straightforward metric that helps you assess the profitability of individual stocks or your entire portfolio. Whether you’re looking at a short-term gain or a long-term investment, understanding your return is crucial for making informed decisions.
What is CAGR?
Unlike a simple return, which might vary significantly from year to year, CAGR smooths out these fluctuations by providing a consistent annual growth rate over a specified period. It’s particularly useful for understanding the long-term growth of an investment, showing you the average rate at which your investment would have grown each year if it had compounded at the same rate annually.
Your Portfolio Performance At A Glance
Ready to take control of your investments? Download Profitable – Portfolio Tracker now and start tracking your portfolio with precision. Monitor returns, calculate CAGR, and optimize your strategy effortlessly.