Tools to track monthly portfolio returns

The problem, in plain words: “I want an easy way to see my overall investment portfolio's month-by-month returns (e.g., Jan +2.1%, Feb -1.3%) that automatically accounts for SIPs and additional investments.”

No tool in the catalog fully fits this yet.

They want a simple portfolio dashboard that shows month-by-month return percentages while automatically accounting for SIP and additional lump-sum contributions by timing.

Updated September 2026.

Partly fits

StockFlypartial · 68

It’s built to compute true portfolio returns over time using money-weighted returns based on transaction dates and it supports importing investment history, which is the right foundation for SIP and lump-sum timing.

Won’t cover: It focuses on correct returns over time, but the listing doesn’t specifically confirm month-by-month return breakdowns as a first-class dashboard view.

Stock Portfolio Trackerpartial · 64

It explicitly targets precise money-weighted rate of return performance calculation, which is the correct method to account for contributions at different dates.

Won’t cover: The listing emphasizes overall performance via MWRR rather than explicitly offering a month-by-month portfolio returns report.

Portfolio Performancepartial · 58

It’s designed for tracking and evaluating investment portfolio performance across holdings and currencies and supports importing trade data instead of manual entry, which can enable cash-flow-aware performance views.

Won’t cover: It does performance evaluation, but the listing doesn’t specifically promise an automated month-by-month return breakdown that highlights SIP and additional lump-sum contributions by month.

Nothing fully fits this yet

Find a tool that outputs month-by-month portfolio return percentages while automatically reflecting SIP and lump-sum cash-flow timing.

Questions

Is there a tool that fully solves this?

Not fully, yet. Find a tool that outputs month-by-month portfolio return percentages while automatically reflecting SIP and lump-sum cash-flow timing.

What won't these tools cover?

It focuses on correct returns over time, but the listing doesn’t specifically confirm month-by-month return breakdowns as a first-class dashboard view. · The listing emphasizes overall performance via MWRR rather than explicitly offering a month-by-month portfolio returns report. · It does performance evaluation, but the listing doesn’t specifically promise an automated month-by-month return breakdown that highlights SIP and additional lump-sum contributions by month.

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