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I'm a high school technology teacher and sponsor for the Charity Student Investment Project. Currently our students track our investment portfolio via a google spreadsheet (http://charitystudentinvestmentproject.com/index.php/portfolio) that calculates unrealized capital gain, total ROI (excluding dividend payments), market value, etc..

We are looking for a solution that will allow us to track the 'total return' including dividend payments for our entire portfolio and each individual investment. A bonus feature would be the ability to share the report on the internet, but this feature is not a requirement.

Any suggestions for free or low-cost solutions for calculating 'total return', including dividend payments?

Basically, I want a solution that 'automatically' calculates (total dividend payments + unrealized gain) to show the 'total return' of a current investment.

Thanks, Todd

A little background on the Charity Student Investment Project. We are a high school student organization and part of a 501 c3. Our mission is to teach students about personal finance and how to invest in the stock markets via real-world experience and actively managing a real-money student-managed investment portfolio.

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Maybe I'm missing something but what is stopping you from calculating Total Return on your own through the spreadsheet or adding it as a function to the site? –  jeff m May 30 '13 at 19:43
    
@jeffm, the =GoogleFinance function does not send dividend $ amounts or yields. Also it will not 'auto calculate' the dividends from the purchase date to current. I'm looking for a solution that automatically calculates dividend payments + unrealized gain. –  Todd Benrud May 30 '13 at 19:50
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Can you pull adjusted close? That would give you a total return between dates. –  jeff m May 30 '13 at 20:08
    
@jeffm, Google Finance does not provide 'adjusted close' data. I did find this post thought, it relates to my question but it does not offer a portfolio management solution that shows 'total return'. I am not tied to using Google, I just want to find something that tracks 'total return' automatically. money.stackexchange.com/questions/21963/… –  Todd Benrud May 30 '13 at 20:29
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Yahoo finance data should provide what you are looking for. I second what Jeff said: do not make your life harder by introducing a software application. Just add to your spread sheet. –  Matt Wolf May 30 '13 at 21:31
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1 Answer

You should definitely check out the Virtual Stock Exchange Games* by Marketwatch it provides simple interface, and many options for the rules of the game. Its instantly online, free, and uses real-time prices, but it only allows trading NASDAQ stocks, as far as I know.

These games are meant to be played by students, and thought, so I hope it fits your needs.


*a random guys current virtual portfolio in a major competition, for example. You can set portfolios to be hidden btw.

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Thanks Jani, we use the simulator at INvestopedia.com. It allows us to trade any US market. –  Todd Benrud May 31 '13 at 17:20
    
It seems similar, but why doesn't it fit your needs? –  Jani Kovacs May 31 '13 at 17:37
    
Because that is a 'simulation', I'm looking for a solution for 'real' investments. The current portfolio that I built in Google Docs does not include 'dividend' payments in the ROI and I want to know the 'total return' for the investment, not just the unrealized capital gain. –  Todd Benrud May 31 '13 at 18:25
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