I use Mint to aggregate all of my accounts and get a snapshot of what my financial health is like, but I need something more powerful to calculate IRR and other metrics. What are some tools the community uses?

  • Tried MS excel ??
    – DumbCoder
    Feb 21, 2011 at 18:07
  • MS Excel doesn't automatically import my bank info Feb 21, 2011 at 21:06
  • Write a macro to import all your data onto excel. Shouldn't be a big bummer.
    – DumbCoder
    Feb 22, 2011 at 8:45

1 Answer 1


Hey Sheehan, I believe Schwab provides this info. None of the online free portfolio managers I know of gives you this info. The now defunct MS Money used to have this.

The best thing to do is to use a spreadsheet. Or you could use the one I use. http://www.moneycone.com/did-you-beat-the-market-mr-investor/ .

(disclaimer: that's my blog)

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