Investment History Checker
See your investment’s journey over time
Enter a ticker, date range, and contribution plan to see how a position would have grown over time. Download the results or export a PDF.
Investment Insight
Enter a ticker and dates to see performance, CAGR, and return vs contributions.
Total return
—
Max drawdown
—
Scenarios
Add multiple runs and compare key metrics side by side.
Add a scenario to start comparing.
Add at least two scenarios to compare.
Comparison
| Scenario | Ticker | Period | Final | Return % | CAGR % | Max DD % |
|---|
Scenario comparison
Yearly Breakdown
| Year | Start Date | Start Price | End Date | End Price | Profit | Return % |
|---|
Run a history check to populate the table before exporting.
Results explainer
Your results spell out what happened to the ticker over the dates you picked: where the price started and finished, total return, CAGR, max drawdown, and the best calendar year. The yearly table shows the start and end price for each year plus the return, and the chart traces the end-of-year values so you can see the ride at a glance. Export the same numbers if you want to keep working elsewhere.
Disclaimer
Estimates are illustrative and for educational purposes only. This investment history checker does not provide financial, investment, tax, or legal advice. Results depend on your inputs and assumptions and may not reflect real-world outcomes. Market returns are uncertain and may be negative, and fees, taxes, and inflation are not included unless explicitly stated. Past performance is not a reliable indicator of future results.
How it works
The checker grabs split-adjusted daily prices for your ticker, clips them to your chosen dates, and rolls them into yearly snapshots. From there it calculates total return, CAGR, and max drawdown so you can compare periods or symbols in a few seconds, then send the same figures to CSV or PDF.
Inputs used
- Ticker symbol chosen from the preset list
- Start and end dates for the price history window
- Optional principal to show a simple “what if I bought” view
- Detected currency from the data source (no conversion)
- Scenario picks for side-by-side comparison
Core formulas
- Total return % = (end price − start price) ÷ start price
- CAGR % = (end ÷ start)^(1 ÷ years) − 1
- Max drawdown % = biggest peak-to-trough slide versus the prior high
- Yearly return % = (year-end − year-start) ÷ year-start
Calculation steps
- Pull split-adjusted daily prices for the selected ticker.
- Trim the series to your start and end dates.
- Group daily rows into yearly start/end prices and returns.
- Calculate total return, CAGR, max drawdown, and best calendar year.
- Apply your principal (if set) to show a simple growth projection.
- Render the yearly table, stats, and chart, and ready the exports.
Example scenario
Pick AAPL from 2010-01-04 to 2020-12-31 and enter a $10,000 principal. The tool detects USD, shows a start price near $7 and an end price near $133, and reports a total return north of 1,700% with a double-digit CAGR. Max drawdown calls out the ugliest drop in the period. The yearly table surfaces the big up-years (like 2019) and the rough ones (like 2018). The principal line reminds you that $10,000 at the start would move with the stock’s change over the span. Export daily rows for backtests or grab the yearly CSV for quick side-by-sides.
Interpretation notes
- Huge headline returns can rest on just a few monster years—scan the yearly rows to see how concentrated they are.
- Max drawdown tells you where the pain showed up; a smooth CAGR can hide long crawls back to break even.
- Currency matters when comparing listings from different markets—each run sticks to the data source currency.
- Short windows can look calm; longer spans usually reveal the zigs and zags.
- Principal is a simple one-time buy illustration, not a reinvest-every-cashflow model.
Limitations & assumptions
The tool relies on split-adjusted prices and assumes the feed is complete for the dates you pick. It skips dividends, taxes, fees, slippage, corporate actions that change share counts, and intraday swings. Currency comes straight from the source—there’s no FX conversion. “Principal” is just a one-time buy illustration without reinvestment or extra cash flows. Data quality and timing can differ from broker statements, so treat this as a directional look, not a promise.
FAQs
What does this tool estimate?
It shows how a ticker’s price changed over the dates you set—total return, CAGR, max drawdown, and yearly returns—with optional principal and scenario comparisons.
What’s included or excluded?
Included: split-adjusted prices, total return, CAGR, max drawdown, yearly rows, charts, and exports. Excluded: dividends, taxes, fees, FX conversion, intraday moves, and account-specific events.
What assumptions are baked in?
The model assumes accurate historical prices, a single buy-and-hold principal (if entered), and no reinvested cash flows. Max drawdown is based on closing prices and one currency from the source.
Can I compare scenarios or export results?
Yes. Run a check, add scenarios for different tickers or dates, and export yearly tables, daily rows, and PDF summaries for your records.
Is my data private?
Inputs stay in your browser for the calculations. Downloads save locally. Clear the form or refresh to remove your entries.
Is this financial advice?
No. It’s an educational illustration. Consult a qualified professional before making investment decisions.
Related tools
Do this first
Financial Stability ScoreStress test
Income Shock Survival SimulatorHabits & awareness
Lifestyle Inflation Detector