Thread: Money Investing megathread extravaganza
View Single Post
Old 01-01-2022, 07:09 PM   #12105
DaFace DaFace is offline
Kind of a mod
 
DaFace's Avatar
 

Join Date: Aug 2005
Location: Donkey Land
Casino cash: $-1623101
Quote:
Originally Posted by DRU View Post
Are you guys pulling that info off a statement? Is it excluding the contributions you made from the return you're seeing, or is it just giving you the return based on the starting and ending balance of the account in general?

If it excludes the contributions, does it then adjust the returns shown accordingly? If you remove the contributions but leave the gain, and then calculate that against the starting balance, that would look like a higher return.

Any of you using TD Ameritrade and can point me to a statement that includes this detail? All I'm seeing are monthly's. Until they start issuing tax forms I'm not sure how I'd calculate this precisely..??
Not sure about TD Ameritrade, but with Schwab it's under "portfolio performance." You pick your time frame, and it shows a return percent.
Posts: 53,112
DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.DaFace is obviously part of the inner Circle.
     Reply With Quote