Investment Portfolio Calculator

The Investment Portfolio Calculator is helpful in keeping track of the average cost of mutual fund shares. This is often a difficult task because of dividend/capital gain reinvestment as well as additional purchases.

Investment Portfolio Calculator 1.1
Publisher: Budget Educators License: Shareware
Version: 1.1 Date Added: 13 November, 2008
File Size: 1000.0 KB Downloads: 9
Price: $12.99 Editor Rating:
Systems: Windows2000, Win95, Win98, WinXP

The Investment Portfolio Calculator is helpful in keeping track of the average cost of mutual fund shares. This is often a difficult task because of dividend/capital gain reinvestment as well as additional purchases. The calculator shows the cumulative profit/loss and the year-to-date total returns of each position in the portfolio. A weighted average YTD return for the overall portfolio is also calculated.

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File Size: 1000.0 KB
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File Size: 1000.0 KB
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