How To: Review Investment Details

Written By J Dibs

From the Performance Page or the left Navigation Panel, select Investment Details, then choose the investment you want to review.

This view brings the performance of a single investment together in one place.

Use this page to:

  • Review key metrics including Total Value, Capital Invested, XIRR, Cash-on-Cash and Equity Multiple

  • Compare actual performance with the investment’s expected returns

  • See how Statement Value, Total Gain and XIRR have changed over time

  • Compare actual, expected and projected future Return on Capital

  • Review the investment’s transactions, including contributions, returns, reinvestments and future projected returns

  • Switch between investments using the Choose Investment menu

🎯 Investment Details helps answer the big question: Is this investment performing the way I expected?

👉 Tip: Hover over the ⓘ icons throughout the page for quick explanations of each performance metric and calculation.

J Dibs https://www.passiveinvestmenttracker.com
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How To: Review Returns Over Time