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Trade Book XIRR

Calculate the annualized return (XIRR) of your specific trading portfolio from CSV or Zerodha Tradebook.

Export "Tradebook" from Zerodha Console/Broker and paste here. Required for historical cash flows.

Instructions

To get "Closed + Open" Portfolio XIRR:

  1. Export Tradebook (CSV) and paste in Tab 1.
  2. Export Holdings (CSV) and paste in Tab 2.
  3. Click Calculate.

Note: Tradebook gives historical cashflows. Holdings gives current withdrawal value. Combined index gives True XIRR.

What is XIRR?

Extended Internal Rate of Return (XIRR) is the only accurate way to calculate returns when you have multiple investments and withdrawals at different times. Simple percentage return or CAGR fails in these scenarios.

How to use this calculator?

  1. Export Tradebook: Go to your broker (e.g., Zerodha Console) and export your trade book as CSV.
  2. Copy & Paste: Open the CSV file, copy the rows, and paste them into the box above.
  3. Current Value: If you still hold the stocks, enter the current total market value of your holdings.

Supported Formats

  • Standard CSV: Date (YYYY-MM-DD), Amount
  • Zerodha / Upstox: Paste the trade book logic directly. We parse trade_date, trade_type, quantity, and price.

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