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.