Hi All! I'm not sure if this should be a dedicated post, but I figured I would ask here. My mom died some years ago and since I have more free time now, I'm really trying to go through some of her investments to determine if I should hold or keep. I need a tool where I can easily see what the total returns have been over the last several years by putting in a symbol, purchase date, number of shares, and a selection of reinvest distributions or not. Some of these are mutual funds and though just looking at the NAV makes them look like poor performers, they have had sizeable distributions in the past (short and long term cap gains as well as dividends). I have looked at some (Sharesight is one), but they are very spotty with what they capture. I had to manually track down information from my institution's transaction history and manually populate what I could. I would think the date is available publicly and a tool would exist that can do this. Any help is much appreciated!
