01-24-2017, 08:46 PM
(01-24-2017, 07:46 PM)RyanCMason Wrote: Hi Rasec,I'm not sure I understand exactly what you mean. This is a screen shot from Merrill Lynch where I have my taxable account (only 1 account with all my holdings). I've never seen this before but it allows to track performance in a given period. My 401k is with vanguard and it has a similar feature (it's 1 account as well with all funds). So yes, both brokers allow to track YoY performance.
Do you keep track of your income from your various investments year over year? Great job by the way!
My Google doc file doesn't, however. It tracks continuous performance, maybe there's a way to do it but I haven't researched it.
Let me know if I didn't answer your question.