Show XIRR or CAGR values of one's portfolio
N
NimeshParikh
Apart from the basic return % displayed next to the asset, we need to be able to know the XIRR or CAGR of the multiple investments made into a fund/share over time. And then show comparative performance of the portfolio funds against benchmark, index, or other popular funds in that category. This would help to understand the relative performance over time. Thank you.
J
Jaco du Plessis
Agree CAGR is more representative especially if making regular contributions.
J
Jaco du Plessis
Also Like to add there is no integration for microshares to Sharesight