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Originally Posted by ChiliConCarnage
For a single position, you can look at anyone who shows Total Returns but for multiple lots I don't know. Some people create custom spreadsheets and scrape end of day data from Yahoo finance but it's not perfect. If you google it, you'll likely find info.
Morningstar and even Yahoo will show Total Return data if you just bought once, you should be able to scale the chart to reflect the total return since your purchase date. My broker has a 5 year chart of this kind under Total Return but it's not literal numbers from any of my purchase/lots. Both of those have portfolio features where you can add your stock/lots but I don't know if that'd help.. I don't use either in that fashion.
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Yeah, the challenge is that those total return figures include the purchases of new stock through dividend reinvestment. All I can think of to do is scrape the data from every purchase and then work backwards, but that becomes a completely unreasonable task if I've held the stock for a while.
Quote:
Originally Posted by Cornstock
I've had this exact issue, spent hours on Google to try to figure it out without having to manually calculate. That's just messy and time consuming. You'd think with as many people who DRIP this would be a common request. Let me know if you find anything
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You'd also think that the brokerage would want to present themselves in the best light. The current system of including the DRIP purchases underestimates the total return significantly. I'm mystified why they don't give us an option to only count investments made from external funds. It seems like it wouldn't be hard to do.