Disclosure: This article contains affiliate links, which generate income for this free website at no additional cost to you. This article is written for entertainment purposes only and should not be construed as financial or any other type of professional advice. One of the first things I do when I analyze an individual stock is … Continued

Brokerage firms and advisors may give you information on investment results. But in many cases, these numbers aren’t personalized to your portfolio or tell an incomplete story, giving you overall returns but not annualized ones. You can easily calculate your annual investment returns using IRR functions in Excel. Here’s what to know and how to set up the spreadsheet to get started.