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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.
| Publisher: | Budget Educators | License: | Shareware |
| Version: | 1.1 | Date Added: | 13 November, 2008 |
| File Size: | 1000.0 KB | Downloads: | 0 |
| 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 |