Yearly Investment Tracker Calculator
Track yearly investment performance from opening value, contributions and closing value, and see your return.
Compare Your Options And Get Clear Answers
Track yearly investment performance from opening value, contributions and closing value, and see your return.
Yearly Investment Tracker Estimator
Enter your numbers below for an instant estimate.
How It Works
Key concepts behind this calculator
Enter Values
Fill in each field with your own numbers.
Calculate
Results update as you change the inputs.
Review
Read the breakdown and the explanation.
Adjust
Change values to compare scenarios.
Yearly Quick Guide
Typical values for reference.
| Open £ | Added £ | Close £ | Return % |
|---|---|---|---|
| 20000 | 3000 | 19000 | -18.60% |
| 20000 | 3000 | 21000 | -9.30% |
| 20000 | 3000 | 24500 | 6.98% |
| 20000 | 3000 | 28000 | 23.26% |
| Rule of Thumb | Check inputs | Use as a guide | Round sensibly |
Yearly Investment Tracker Calculator FAQ
Answers to common questions about this calculator.
Compare closing to opening value after removing contributions.
It is an estimate, use time-weighted returns for exact results.
Return = (closing – opening – contributions) / (opening + contributions / 2).
It is an estimate based on the inputs you enter. Check real quotes, labels or official guidance for important decisions.