This includes lump sums, monthly investments, and dividends reinvested (net of taxes). Total Invested (Cost Basis - $) - The amount invested, in total, as an input to XIRR and (optional) as an input to the capital gains calculation.Annualized Return (XIRR - $) - The internal rate of return for the cash flows implied by the inputs. If monthly investments are set to '0', this will be based on the original purchase.Final Value of Portfolio ($) - The final portfolio value before sales are made.Show Graph - After 'Calculate' is run, plot a simple graph of the running total portfolio value by month.Download CSV - After 'Calculate' is run, export all of the monthly data to a spreadsheet in csv format. It includes some internal values which show the amount lost to taxes and fees monthly, and shows a running total of the portfolio value.Reset - Reset all fields to calculator defaults.Calculate - Calculate the investment performance with the currently selected options.If you'd like, you can set every monthly investment manually no longer the timeframe. Custom (Advanced Section) - Please see the Advanced Section below for details.Increase it by (x)% Monthly - This field increases the monthly investment by a constant amount. You can choose if the investment amount is the terminal or the starting amount.
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