Time Weighted Return

Has anyone created a sheet (or have thoughts on how to go about this) for importing investment data and calculating the Time Weighted Return?

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If you are talking about calculating Time Weighted Return for individual securities, I don’t see how you can do that in Tiller without knowing your shares purchased, sold, etc.

If you are talking about calculating TWT for an entire brokerage account, check out this link at bogleheads.org. I personally use the spreadsheet there for my accounts and it works very well. Hope this helps.

Calculating personal returns - Bogleheads

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You could also have a look at this solution by @Cowboy13

This is very helpful - Thank you! I’ll have to think further about how this may be able to be automated by pulling data from the Tiller Foundation balance tab and transactions tab. Perhaps someone has done this already?

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Thank you - digging into this now → https://docs.google.com/spreadsheets/d/1pRTMOs_PdjAlSbqsb6FbOailGQd6vBH1NQMgSHPpabU/edit?usp=sharing


:wave:, @dtchura

Did any of these suggestions help? If so, please mark one as the solution.