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Portfolio Performance Calculator 3.1 Download

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License Shareware / $49.95
Downloads 272
Publisher
File size 2,400K
Date added 04-Mar-2000
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An MS Excel based program that 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. The program enables you to track and measure the investment performances of your stock, bond, mutual fund, and 401(k) accounts over several time periodsand calculate risk measures for your portfolios, such as Beta, Alpha, Sharpe’s Ratio, R-Squared, and Standard Deviation.

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portfolio calculator excel
calculate portfolio risk

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