easier-equities

South Africa's independent returns calculator

What did your portfolio
actually return?

Your EasyEquities statement tells you your closing value. It doesn't tell you your return โ€” because deposits and withdrawals distort the number.

Upload a statement
01

Upload your statement

Drop your EasyEquities PDF. Everything is processed in your browser โ€” nothing leaves your device.

02

Data is extracted

Cover, performance summary, and every transaction table are pulled out and structured automatically.

03

See your real return

Time-weighted return removes the effect of deposits and withdrawals so you get a clean performance number.

Why does this matter?

If you deposited R50 000 right before a crash, your statement might still show a positive number because older deposits did well. The time-weighted return strips out the timing of your cash flows โ€” giving you a clean read on how the portfolio actually performed. That's the number worth comparing to a benchmark.