There are a lot of heavy-duty portfolio analysis tools out there, but what I'm looking for is (I think) much simpler. I simply want to:
- Enter a ticker symbol (could be mutual fund or ETF), along with a percentage
- The percentages for all symbols will add up to 100%
- Enter a start and end date, and see the total returns (CAGR) for that period.
For this particular analysis I'm not interested in adding particular buy/sell transactions, I just want to see the CAGR for a portfolio for a particular period.
Surely such a tool exists, but I haven't been able to find it yet, perhaps because I'm searching for the wrong terms? I've been looking at a lot of tools that pitch themselves as offering "Portfolio Analysis" or "What-if analysis," but either I haven't figured out how to use them properly, or they don't offer this.
I've tried Google Spreadsheets, but I can't figure out how to get the total returns for a mutual fund for a specific date range, or for ETFs in general. The GOOGLEFINANCE function allows you to get the total returns for specific ranges (1 day, 1 week, 4 week, 13 week, 1 year, 3 year, and 5 year), but you can't specify a specific date range. And with ETFs, I don't see any way to get the total return.
Does such a tool exist? I'm fine with building this in a Google Spreadsheet or Apache OpenOffice Calc, if it's possible. What I want to avoid is having to go grab all the historical data (e.g., past dividends) for a ticker symbol every time I want to do a "what-if" for a new symbol.