Portfolio Performance Calculator Review and Download - Portfolio Performance Calculator v3.1 at Office Suites & Tools of Business

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Portfolio Performance Calculator v3.1

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Publisher:

Boston Investment Services, LLC

License: Shareware

Size: 2.0 MB

Date added: 2009-01-28

Downloads: 201

Downloads - Last week: 3

Price: $0.00

OS: Windows 95, Windows 98, Windows Millennium, Windows NT, Windows2000

Portfolio Performance Calculator is a Microsoft Excel-based program that lets you calculate the performance and risk measures of your investment portfolios over several time periods. You can track stock, bond, mutual fund, and 401(k) portfolios and calculate a combined return for all of your investments. You can also calculate risk measures for your portfolios, including beta, alpha, Sharpe's Ratio, R-Squared, and standard deviation.It calculates cash flow adjusted, dollar weighted, and time (monthly) weighted returns for your investment portfolios using the method approved by the Association of Investment Management and Research.

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