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Miro
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I'm looking to invest several small amounts of money in an investment account, as well as a continued stream of small contributions. The total sum is maybe $3000 to start, in sizes of about $100-$300 each. I'd like to be able to track individual contributions so I can see the sources of growth, but without needing to purchase individually, as even a $7.95 trade cost will add up too fast. I might want to just put the $3000 into a single purchase, or maybe even two stock purchases. Is there a system or method to do this?

So I want to end up with a list of something like this:

BUY $500
$100   $107    7%
$100   $107    7%
$100   $105    5%
$200   $204    2%
...

EDIT: To explain better: This is for my daughter's investment account which will be funded with small contributions like christmas or birthday money, along with a regular parental contribution probably. I'd like to be able to track individual contributions, like "christmas 2013 from grandma", throughout its investment life. So, if grandma gave $100 in 2013... and it was invested, sold, invested, sold, etc, how can I best track that original $100's cost basis indefinitely?

I use spreadsheets a lot but haven't figured out how to best track this way.

I'm looking to invest several small amounts of money in an investment account, as well as a continued stream of small contributions. The total sum is maybe $3000 to start, in sizes of about $100-$300 each. I'd like to be able to track individual contributions so I can see the sources of growth, but without needing to purchase individually, as even a $7.95 trade cost will add up too fast. I might want to just put the $3000 into a single purchase, or maybe even two stock purchases. Is there a system or method to do this?

So I want to end up with a list of something like this:

BUY $500
$100   $107    7%
$100   $107    7%
$100   $105    5%
$200   $204    2%
...

I'm looking to invest several small amounts of money in an investment account, as well as a continued stream of small contributions. The total sum is maybe $3000 to start, in sizes of about $100-$300 each. I'd like to be able to track individual contributions so I can see the sources of growth, but without needing to purchase individually, as even a $7.95 trade cost will add up too fast. I might want to just put the $3000 into a single purchase, or maybe even two stock purchases. Is there a system or method to do this?

So I want to end up with a list of something like this:

BUY $500
$100   $107    7%
$100   $107    7%
$100   $105    5%
$200   $204    2%
...

EDIT: To explain better: This is for my daughter's investment account which will be funded with small contributions like christmas or birthday money, along with a regular parental contribution probably. I'd like to be able to track individual contributions, like "christmas 2013 from grandma", throughout its investment life. So, if grandma gave $100 in 2013... and it was invested, sold, invested, sold, etc, how can I best track that original $100's cost basis indefinitely?

I use spreadsheets a lot but haven't figured out how to best track this way.

Source Link
Miro
  • 381
  • 1
  • 3
  • 11

Bucketing investments to track individual growths

I'm looking to invest several small amounts of money in an investment account, as well as a continued stream of small contributions. The total sum is maybe $3000 to start, in sizes of about $100-$300 each. I'd like to be able to track individual contributions so I can see the sources of growth, but without needing to purchase individually, as even a $7.95 trade cost will add up too fast. I might want to just put the $3000 into a single purchase, or maybe even two stock purchases. Is there a system or method to do this?

So I want to end up with a list of something like this:

BUY $500
$100   $107    7%
$100   $107    7%
$100   $105    5%
$200   $204    2%
...