Anonymous
Post 07/01/2025 12:10     Subject: Website/App for calculating ROR

Anonymous
Post 07/01/2025 11:49     Subject: Website/App for calculating ROR

Anonymous wrote:Past performance is no guarantee of future results. Indeed, the very best and very worst historical stocks are probably the riskiest. They are likely to have very high or very low performance in the future, but not necessarily in the same direction.

I'm a Ph.D. finance professor, but this is a basic high school math calculation. Just take the total gross increase, then annualize by raising to the power 1/years, and subtract 1. For example, a stock that doubled in 5 years got a compound return of 2^(1/5) -1 = 14.87%. A stock that multiplied fivefold in 10 years got a compound return of 5^(1/10) - 1 = 17.46%.


Thanks! I'm aware of this formula and use it in Excel for rough calculations. What I'm looking for is something more accurate and more comprehensive..

For example, I have stocks I originally purchased in the late 90s, added chunks along the way and have DRIP turned on. I'd like to be able to see ROR right now, ROR for each year, ROR trend (velocity) over time, etc so i can make decisions on when to keep or dump them. Gets too cumbersome in excel.
Anonymous
Post 06/30/2025 18:25     Subject: Website/App for calculating ROR

Past performance is no guarantee of future results. Indeed, the very best and very worst historical stocks are probably the riskiest. They are likely to have very high or very low performance in the future, but not necessarily in the same direction.

I'm a Ph.D. finance professor, but this is a basic high school math calculation. Just take the total gross increase, then annualize by raising to the power 1/years, and subtract 1. For example, a stock that doubled in 5 years got a compound return of 2^(1/5) -1 = 14.87%. A stock that multiplied fivefold in 10 years got a compound return of 5^(1/10) - 1 = 17.46%.
Anonymous
Post 06/30/2025 17:39     Subject: Website/App for calculating ROR

Past information is not an indication of a good investment. It's useless going forward.
Anonymous
Post 06/30/2025 17:34     Subject: Website/App for calculating ROR

I think you can do this on motley fool.
Anonymous
Post 06/30/2025 16:31     Subject: Website/App for calculating ROR

I've been investing for 30+ years now and have a problem with not knowing which ones are growing fast vs not. For example, a stock I bought for $100 that is now worth $500 may seem like a good investment compared to another that I bought for $100 but is only $200. However, the first stock was bought 15 years ago while the second, last year. I want to know the Rate of Return for each stock/etf, be able to see ror growth, etc. The app/website should have plugins to brokerages to get cost/date info. to calculate this accurately. Any recommendations?