Need formulas for stock transaction data

Hi

I’m hoping to be able to connect with a Financial Expert on this forum who understands the use of Excel to calculate the True Time Weighted Rate of Return (TWRR) using the Daily Valuation method.

I present a sample of my data in a Brokerage house in the attached Spreadsheet data. I’d like to be able to calculate the TWRR for each transaction period. The Spreadsheet represents a typical IRA or 401K account scenario; so your assistance will also assist others who have similar situation.

I found various scenarios on the web where the Time Weighted Rate of Return (TWRR) using the Daily Valuation method is used; but none that I have seen really fit my data and applying there calculations does not seem to work for me. Also, I find the TWRR formula most confusing and intimidating; especially when trying to define the period for the calculations.

Any help utilizing the attached spreadsheet to calculate the Time Weighted Rate of Return (TWRR) using the Daily Valuation method is appreciated. Please do not forget to attach the spreadsheet so I can review your formula and results.

Thanks a million for any help I can get.

Please revise your title to be a little more specific. Most of the posts here are asking for help with Excel formulas in an attached spreadsheet. Maybe something like "Need formulas for stock transaction data".

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