Calculating returns for stock holdings in zerodha

Zerodha
1

As a retail investors many of us buy stocks directly and we keep buying stocks ona day to day basis. So, over a period of time, say we have gradually accumulated 30 stocks and invested about Rs. 5 lakhs.

Kite and other zerodha platforms shows absolute return. But, to compare how different stocks are performing or how our overall portfolio has performed in comparison to FDs etc. we may need different rate of returns like CAGR, IRR or XIRR.

How do we find these rate of returns in Zerodha? If it is not provided yet, when it is going to be provided?
How are professional investors here doing this?
Also, we may want to factor in dividends and portfolios in other platforms like ICICI Direct as well.

Manual approach would be to collect data from zerodha and calculate using excel but this too time consuming.

1 Like
2

Wonder why no response from zerodha staff on this yet !

3

@nithin any help here please?

4

There is another thread where this was requested and someone from Zerodha said this is in the works in Feb’17. No update there either.

5

Let us keep asking and reminding zerodha. Does Upstox provide it ?

6

@nithin @siva can we have this feature please ?

1 Like
7

This isn’t as easy as it sounds. If there is constant funds being transferred in and out, stocks being transferred in and out (off market transfer), calculating CAGR, IRR, and XIRR gets extremely complicated.

If you can come up with a math to calculate CAGR, IRR, XIRR when there is constant movement of funds (new addded, existing removed), let us know. Incorporating a math into Console is quite straight forward.

8

XIRR is a good metric to compare our performance with a mutual fund performance. Please add this metric to the console.

1 Like
9

yes XIRR would be a good metric, please add it to the console