From Excel to Portfolio: Why Make the Shift?
Investors often begin tracking their investments using spreadsheets like Excel due to their flexibility and familiarity. In fact, that’s how we, the minds behind Portfellow
Investors often begin tracking their investments using spreadsheets like Excel due to their flexibility and familiarity. In fact, that’s how we, the minds behind Portfellow
Meet the Founder: Marko Oolo Building wealth isn’t about luck—it’s about discipline, strategy, and making smart decisions consistently over time. My name is Marko Oolo,
If you’re reading this, chances are you’re interested in financial literacy, already an investor, or thinking about getting started. My name is Taavi Ilves, and
Getting started… One of the biggest concerns investors have when considering portfolio tracking software is the time it takes to get started. This is a
We have added a number of new functionalities based on your feedback – portfolio sharing with other users, more accurate return calculation, new currencies and much more.
As an investor aiming to manage your portfolio effectively, one of the most important tasks is tracking and calculating your investment returns. Understanding your returns allows you to evaluate how your investments are performing over time and whether your strategy is on the right track.
However, not all return calculation methods are created equal, and using the wrong approach can lead to misleading outcomes. In this blog post, we’ll explore different methods for calculating returns, highlight their advantages and disadvantages, and explain the methods used by Portfellow.