Category: <span>Uncategorized</span>

FIFO lots and cost basis through partial sells and splits

How lot-level FIFO cost basis works, why a partial sell must reduce remaining cost, and how splits and dividends affect cost, with a worked example.

Multi-currency portfolio reporting: price effect vs currency effect

How to separate local-market return from currency movement when reporting a multi-currency portfolio in a base currency, with a worked example.

TWR vs XIRR vs CAGR: which return should you report?

Time-weighted return, XIRR and CAGR answer different questions. A worked example with a mid-period deposit shows how each one behaves and when to use it.