• Compound Rate of Return

    I understand the difference between simple and compound interest, but in an earlier version of Sharesight help documentation the precise formula used to calculate the compound return was presented. Could you please re-post those details? (2013-12-20)

    · Answered · 3 replies
    • … years held (weighted by purchase value) Compounding method Annualised percentage gains calculated using the simple method are converted into daily compounding percentages using the following formulas: Convert simple to annual … value) Convert annual compounding to daily compounding: Daily compounding formula Where: R3 = Annualised … (2013-12-22)
  • Capital Gains Percentage Calculation

    … .60/7188.4 is 3.95%. I currently have set the 'Compound' Performance Calculation method however I have been unable to identify … (2014-11-02)

    · Answered · 4 replies · 2
  • Returns vs NZX & ASX

    … (including sold shares). And perhaps I've missed it but is there anywhere that displays the compound annual return (again including shares sold … (2014-11-17)

    · Answered · 2 replies
  • Loss of more than 100%?

    A position in my portfolio (ITT Educational Services Inc. (ESI)) shows a "capital gain" of -101.12%. How can this be? (2012-10-26)

    · Answered · 2 replies
    • … formula then this seemingly bizarre result can occur. The compounding formula can be useful for comparing the overall portfolio return with a compound … , for example a 10% p.a. simple return may equate to 7% p.a. when worked out on a compounding basis. This is also true in a loss situation, for example a -10 … (2012-10-28)
  • Receivership - handling of this in portfolio

    Pike River went into receivorship. I entered for the number of shares held as a sale at zero dollars asthey are now worthless. In the reports of sold shares it states a loss of 36500% for this sale. Is this correct? (2013-01-28)

    · Answered · 1 reply
    • … Selwyn, Yes, although in simple terms the loss is clearly 100%, when you opt to use the compounding method you can get some seemingly odd results. The daily … by multiplying by 365 days to give the 36500% figure. Although the compounding method is useful to benchmark your overall portfolio performance against other investments … (2013-01-28)
  • Capital gain and income don't add up to total return

    Hi, my total return figure is less than the sum of my capital return and income, e.g. Today's total return figure is 17.44%, but the capital return figure is 12.74% and the income is 5.3%, which when added together equals 18.04%. What am I missing... (2016-05-04)

    · Answered · 2 replies
  • Report improvements required

    Hi, I've been an impressed user for a year or more now, however I held significant hopes on the UI improving but it seems to be left in the dark ages. This makes it immensely frustrating to use, and will no doubt be costing customers attraction to the... (2016-07-29)

    · Implemented · 29 replies · 4
  • Tracking Cash

    Based on customer feedback, I've created this post to collect ideas on what our cash feature might look like. In your responses, it would be most helpful if you: 1. Describe the PROBLEM that you face as an investor that you're wanting solved. 2. Help... (2016-04-11)

    · Implemented · 150 replies · 95
    • … , permit an interest rate to be set for a period, and a compounding period. e.g. daily compounding, interest rate for period … (2018-02-17)
  • Money-Weighted Rate of Return and Time-Weighted Return

    I would like to be able to display return by Money-Weighted Rate of Return and Time-Weighted Return (2017-10-06)

    · Not planned · 4 replies
    • … , not time weighting. It sounds like what you are after is just a simple return with no compounding or annualisation. The reason we annualise returns is to take account of the time … (2017-10-20)
  • Fixed Interest - Some problems

    … of mucking about.. 3) When you reinvest the interest in a bond (Compounding) you will need to enter fractions of units... ShareSight won't let you.. Thanks Mike … (2011-09-18)

    · Solved · 5 replies
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