Calculate IRR from Investment Data
Investment data exports contain dates and cash flows but calculating IRR requires getting XIRR formulas right across irregular periods. This analyzer reads your investment transactions and returns IRR, simple ROI, annualized return, and money-weighted return without formula errors.
You can calculate IRR for every investment in your portfolio from a single upload instead of building XIRR formulas by hand.
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Upload your spreadsheet.xlsx .xls .csv — free to try, no accountWhat this export contains
| Transaction Date |
| Cash Flow |
| Investment Amount |
| Distribution Amount |
| Capital Call |
| Return of Capital |
| Investment Name |
| Account ID |
| Transaction Type |
| Balance |
| Commitment Amount |
| Unfunded Commitment |
Common questions
How do I calculate IRR from investment cash flows?
IRR requires a series of dated cash flows where money out is negative and money in is positive. In Excel this is XIRR(values, dates). The analyzer handles sign conversion, date sorting, and runs the calculation for each investment in your file automatically.
Why does XIRR return a #NUM error?
XIRR fails when all cash flows have the same sign (all negative or all positive), when dates aren't in order, or when the calculation doesn't converge. This happens often with capital calls that haven't had distributions yet, or when the export lists returns of capital separately from income distributions.
What's the difference between IRR and simple ROI?
Simple ROI is (ending value - beginning value) / beginning value. It ignores timing. IRR accounts for when each cash flow happened, so an investment that returns 50% in one year has a higher IRR than one that returns 50% over five years. For investments with multiple contributions or distributions, IRR is the correct metric.
How do I calculate returns for multiple investments at once?
The analyzer groups transactions by Investment Name or Account ID, then calculates IRR, ROI, and annualized return for each group. You get one row per investment with all return metrics, instead of manually filtering and calculating each one.
What return should I report for an investment under one year old?
For investments held less than one year, annualized return overstates performance because it compounds a partial year into a full year. IRR is still correct, or report simple ROI with the holding period in months stated clearly.
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DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.
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