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Author: ShadowTMDG One star, 50 posts CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3687  
Subject: Portfolio Vs S&P Tracker Date: 3/5/2008 11:48 AM
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I am looking for a Portfolio tracker that will track my portfolio's performance against the S&P - in a way similar to how the Fool's do it with their newsletter recommendations. This is a little more tricky than it sounds because when I've used Google, Yahoo, and Morningstar they all let me graph against the S&P but none of them take into account the dates of my transactions.

Another twist to this is dividends, distributions, and fees - Morningstar seems to keep track of these in displaying their data however it is still lacking in adjusting the performance of the S&P based on my actions (buying/selling stocks).

Basically, what I need is something that will tell me my performance in the market in my portfolio compared with what my performance would have been had I invested my money in an index fund instead. I can track this fairly easily with Excel by using price alone, however this does not take into account dividends/expenses - which can affect the S&P performance by 1-2%.

I want to compare my purchases against the S&P the exact way that the Motley Fool does.

Thanks in advance.
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