Portfolio Lab

Benchmark to beat: 10% annual return

Use the calculator to plan each exit. Use the tracker to roll every completed sale into one yearly profit score and compare it against this benchmark.

Beat 10%

Profit tracker

Transactions
One total profit
Annual return

Saved trades stay in this browser on this device. Annualized return assumes the same after-tax return could be repeated and compounded over 252 trading days; day counts skip weekends. The combined annual return is weighted by each stock's cost basis, so bigger positions matter more.