I always see at portfolio level because my long term holding and short term trading are linked.
So the way I see it is always at account value which is on the dashboard of console.
Excellent year for me. I couldn’t ask for anything better. I didn’t check the exact value of nifty as on Jan 1 but I don’t think nifty has given more than 3 to 5 percent return this calendar year. So I have outperformed the index and that’s all that I target for. Added 42percent in terms of value this CY. 
Was a good Year…30% return as option Seller
I don’t trade stocks. On the equity segment, I am exclusively on the index options. Luck whichever field we are in, tends to find us if we are persistent for a fair amount of time.
Am a systematic trader - code, backtest, deploy is my approach. Discretionary would work but I need to do more chart gazing, spending significant period of time every market day. Among all that life throws at me it ain’t easy. Moreover if I do it for a long period of time it will start to take a toll on my health. This is a fact I learned the very first year I came in to market. Since then its only systematic. The good thing this year I have gone fully automatic since I switched to Dhan.
This FY am sitting at 17% on my capital on my bread and butter positional nifty option buying strategy with a quarter to go.
I have also developed couple of automated sell strategies for personal consumption along with intraday Nifty and Banknnifty intraday trend following option buying strategies. Also dived in to commodities in trend following mode in semi automated fashion. In the process of testing and automation of all these, I lost few lakhs but gained back all that by last week with all the strategies firing well. The coming quarter am hoping to have good returns from all these strategies. The goal behind developing all these is to cut down the time it will take for me to go trading for a living.
Thats pretty much how this FY went till now on personal trading front.
How are you guys calculating returns so accurately? As I keep adding/ withdrawing funds to/from my account, it’s almost impossible for me to track my annual returns on starting capital/ incremental investments. Is there a more simpler way to calculate this (any online tool etc) than downloading kite ledger and doing all the excel work?
Doesn’t P&L window in Console show a good estimate on this.
Otherwise you will have to maintain a journal or something.
I calculate XIRR. So my return calculation is on the account basis. This will include realised and unrealised gains and losses.
Can’t use this. My margin comes from pledging debt funds and I never sell debt funds to realise profits. So it won’t come in PL.
Incredible as always 
I don’t trade. Most of my investements are systematic.
Frankly I don’t measure or look at my portfolio frequently. so this year was like any other year for me 
Mine was ‘better luck next time’ 
This is very detailed. Thanks!
Seems like an exhaustive list but please keep adding to it if any new line item pops up (like the mf investments from Aug 2022)
I was suffering from over trading syndrome. Worked on it this time. Became profitable as a result 
Bear market for next year.
December ended up being RED month.
this was my first year while doing trading and went very well.(in numbers:1199.93% CAGR but that won’t matter as my capital was really small;23802 and ending capital is 309410)
learnt many things this year and most important, i found my persona-based-trading style which i think is very important.
I wouldn’t call 1199.93% CAGR ‘very well’. I would say that is ‘out of the world well’.
All the very best for the year 2023, may you beat this year’s your own performance.
If you have taken capital out of your account you can calculate XIRR
I did taken some profits for medical emergencies in family
instead of XIRR ,monthly/quarterly net % looks more easy to me
i had 2 negative months in this year and average monthly returns are roughly around 26-27%
I made 3.4x of Nifty returns in 2022. Now I don’t know if I should rejoice for beating the index or feel sad for the peanuts that I got.