ROI = (change in net worth since last month − new injections to brokerage + interest accrued in HYS) ÷ last month's total assets.
Upload this month's CSV to fill in everything below.
Income and expenses on the left, month-end balances on the right, plus new money added to the brokerage and savings interest.
Files are locked with your documents password before they're saved. Up to 25 MB each.
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