No. of Recommendations: 3
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.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.