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0 pointsmrjivraj5y ago0 comments

Not sure whether this meets your "definition of a tool" but I started tracking my investments publicly a couple of years ago here

https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o...

The GoogleFinance Function has been a great way to help me "visualize progress" in a very different way compared to default visualizations provided by stock brokers

I have also tried to keep track of analytics more manually but hope to find some time to automate later (if you wanna help, lmk :)).

Basic metrics like the following: Hit Rate: % of investments that had a profit / Loss Rate: % of investments that had a loss / Size of Avg Winner / Size of Avg Loser / Expected Value of Investments / Win to Loss Ratio / Avg Holding Period / Opportunity cost analysis (eg: what is the stock price say 12-24 months after I sell?)

These basic things would help the individual investor get a lot more insight than they can easily get today.

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4 comments · 2 top-level

hentrep5y ago· 1 in thread

This is really neat. Love how you’ve segmented separate portfolios based on risk/investment hypotheses. Thanks for sharing!

mrjivrajOP5y ago

Thanks.

Yes, I believe that many investors are in a hurry to concentrate their investments. I prefer taking a large number of bets with high upside potential, thereby getting the benefits of diversification but also a decent expected value.

oezi5y ago· 1 in thread

Are you updating it as you invest or irregularly? Last investment seems to be from April.

mrjivrajOP5y ago

Yeah, I tend to update regularly, usually within a few days unless i am super busy for some reason. But since these are meant to be held for a minimum of three years, so a few day difference doesn't matter much.

The last one is actually from June, not April.

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