How do you calculate your return in CHF over time?

I wonder how you calculate your returns in CHF for your own recurring investments in other currencies considering currency fluctuations.

What is a practical way to calculate returns that involve regular conversions from CHF to the currency the product is bought in? Do you have a tool for that or a spreadsheet formula?

Foreign brokers and RoboAdvisors tend to show total performance in their home currency or in the product’s currency. At least DeGiro CH does it per investment.

BTW, I know this must have been asked before, but I haven’t found anything concrete on the matter. I’ve checked this:

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I use Portfolio Performance to measure the performance of my investments and the total portfolio.

Fantastic tool imo and free to use. It also supports importing transactions from many brokers/banks, e.g. VIAC.


You know, I’ve actually used this tool a long while ago but completely forgot about it. Thanks for the reminder.

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