spreadsheet for tracking return of ESPP?

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sheetzilla
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Joined: Sat Jan 10, 2015 4:07 pm

spreadsheet for tracking return of ESPP?

Post by sheetzilla » Wed May 30, 2018 3:48 pm

Friends,

We're participating in an ESPP (employee stock purchase plan) with purchase price that's discounted from the stock price at the lower of the beginning of the purchase period or the end. There is a 6 month minimum holding period. I don't know if it will purchase partial shares.

Does anyone have a spreadsheet that they use to track XIRR on something like this? I'm starting to build one but I feel like I'm re-inventing the wheel.

Thanks,
-sz

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