All stocks and all transactions should be included to calculate the portfolio return. You will need the portfolio value for the two dates for which you want to calculate the returns, say for 31st March of last year and 31st March of current year (if you want to calculate this year’s return). Then you have to enter the starting date portfolio value as an outflow and ending date portfolio value as an inflow and all the buy / sell transactions in between. Add all the dividends received as well. That will give you your portfolio performance for the year.
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