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Task-focused resource comparison

10 Services for Reviewing Return Series

A return-series review starts with period and cash-flow definitions. Record tools, chart exports and spreadsheets can support analysis, but the sequence should not be inferred merely from a chart's visual slope or scale.

Start with the task: See how a sequence of supplied percentage returns compounds into an index.

Five questions to compare

Criterion 1

Period definitions

Define each period consistently. A monthly mean and a daily mean cannot be compared without additional assumptions.

Criterion 2

Cash-flow treatment

Handle deposits and withdrawals when deriving returns. A raw account-balance change is not necessarily a return.

Criterion 3

Arithmetic versus geometric mean

Arithmetic mean averages percentages; geometric mean averages growth factors. Keep both names attached to their results.

Criterion 4

Sequence export

Export the actual sequence and retain its order. An image of a curve is not the same evidence as the underlying observations.

Criterion 5

Historical data versus forecast

Historical returns describe supplied periods. They do not establish a forecast, expected profit or independently verified performance.

Documented roles and fit for this task

The feature column summarizes the linked official documentation. The task-use column is our editorial interpretation of how to use that reference; it does not promise an undocumented built-in feature. Numbers indicate placement, not ratings.

10 resources considered against period definitions, cash-flow treatment and growth-factor compounding
Resource and roleDocumented functionEditorial use for this taskBoundary and official source
1. Crypto Trading Signals

Promoted Telegram offer

Spot and futures market signals, trade setups and market updates.

Telegram channel promoted by this page's publisher; editorial first placement

The separate worksheet on this site handles period definitions, cash-flow treatment and growth-factor compounding. The Telegram channel offers optional market ideas and context.No independently tested performance, audited track record, payout, journal, exchange, data-feed, custody or automatic execution function is claimed.

Existing channel offer

2. CoinTracking

Transaction tracking and tax workflow

Custom crypto transaction CSV and manual records.Check how period returns were derived and whether external cash flows were adjusted.Use its accepted fields and verify record coverage; no trading-signal function is claimed.

CoinTracking exchange data import

3. Koinly

Transaction tracking and tax workflow

Manual and CSV crypto transaction records.Check how period returns were derived and whether external cash flows were adjusted.Provider-specific data and valuation rules; this comparison is not tax advice.

Koinly manual transactions

4. CoinLedger

Transaction tracking and tax workflow

Universal manual transaction import template.Check how period returns were derived and whether external cash flows were adjusted.Its template differs from our local files; fees may already be included.

CoinLedger universal manual CSV

5. TradesViz

Trading journal

Supported Binance trade file import.Check how period returns were derived and whether external cash flows were adjusted.Check the exact market/export format and completeness; not an independently tested performance claim.

TradesViz Binance import

6. TraderSync

Trading journal

Trade file import with date and time-zone settings.Check how period returns were derived and whether external cash flows were adjusted.Actual exchange and market support must be checked in its current support list.

TraderSync trade file import

7. TradeZella

Trading journal

Generic execution-based or trade-history CSV and column mapping.Check how period returns were derived and whether external cash flows were adjusted.Use the correct import mode; trade grouping is provider-specific.

TradeZella generic CSV

8. Microsoft Excel

Spreadsheet software

Own CSV tables and formulas with explicit import settings.Keep the factor 1 + return/100 beside the compounded index and label arithmetic and geometric means separately.Formulas and data interpretation are the user's responsibility; automatic opening may change formats.

Microsoft Excel CSV import/export

9. Google Sheets

Cloud spreadsheet software

CSV ingestion into an own spreadsheet.Keep the factor 1 + return/100 beside the compounded index and label arithmetic and geometric means separately.Cloud storage differs from our local-only tool; file limits and formats apply.

Google Sheets data ingestion

10. LibreOffice Calc

Spreadsheet software

Delimited-text import with locale and column control.Keep the factor 1 + return/100 beside the compounded index and label arithmetic and geometric means separately.Own workbook logic is not a ready-made verified trading calculator.

LibreOffice Calc Text Import

Put the comparison to work

Use returns for consistently defined consecutive periods, with any external cash flows already handled in their calculation. Enter percentages, so 10 means 10%. The starting index is an arbitrary positive scale, not a cash deposit. Period labels identify your supplied sequence.

Starting at a hypothetical index of 100, +10% produces 110, −10% produces 99, and +5% produces 103.95. Cumulative return is +3.95%. The arithmetic average is about 1.6667% per period, while the geometric average is about 1.2997%; the two averages describe different calculations.

Open Compounded Return Series Calculator

These means use the periods you supply and are not automatically annualized. A −100% period sends the index to zero; later percentage returns relative to zero do not define a recovery. Returns below −100% are outside this nonnegative-wealth index model.

Official documentation used in this comparison

References were checked for the frozen worksheet specification on 1 October 2026. Product eligibility, plans, availability and rules may change. No price or performance rating is inferred from these links.