Frequently Asked Questions

What should I do if my stock changed symbol?

This happened to FB for example, which changed its ticker to META. Digrin does not handle this change automatically, so investors have to do the migration themselves by editing the stock symbol on transactions.

What should I do if my stock had split?

Nothing, Digrin should handle Stock splits automatically. You might check if Digrin knows about split on stock details page, where split tab should have this information. Keep in mind it might take a few weeks for Digrin to realize there was a stock split and also adjust historical stock prices. Digrin might unfortunately provide invalid data before this is completely processed, but eventually all data should make sense automatically.

My shares count doesn't match?

Most common reason behind share count mismatch is above-mentioned split, which Digrin accounts for automatically. You can check this on stock details page, split tab e.g. AAPL split. If you want to remove split from your portfolio, you will need to add sell transaction to your portfolio to counter split adjustments. If there was no split, please check for DRIP setting on your stock. If you have DRIP enabled (Edit option in portfolio overview), Digrin will automatically add dividends as stock shares, which might cause your shares count to be higher than expected.

How does digrin calculate portfolio performace?

Digrin has multiple implementations of portfolio performance calculation. They can be enabled on portfolio overview page, so give them a try and see which one you like the most.

XIRR - Internal rate of return

To calculate internal rate of return for irregular cash flows, XIRR is a perfect function. If you want to use one value to see your portfolio performance on digrin.com, XIRR is the way to go. It calculates performance over time, takes dividends into account along with stock splits and commissions. It should equal XIRR function in Excel or google sheets.

Gain

XIRR might be confusing in some cases e.g. when you own a stock for a day and stock price increases by 1% - your XIRR would be as if that stock would increase 1% in price every day for 1 year. For this, simple gain might be more useful. It calculates gain for each transaction as sold value divided by cost basis. It also takes stock splits and commission into account, but not dividends. Downside of this is that it does take profit of sold positions into account, which affects cost basis (in extreme cases cost basis can be negative). Both $ and % options is available.

Realized/Unrealized Gain

You might have a need to differentiate between realized and unrealized gains. Realized gains are a done deal, and you might have a need to view them separately. For this reason digrin now has experimental support for realized and unrealized gains. Stock splits and commissions are included, dividends excluded. Both $ and % options is available.
Note: Realized/Unrealized Gain has a bit more complex implementation, in some cases results might differ from a simple Gain data.