Investment Portfolio CalculatorInvestment Portfolio Calculator is a useful tool that calculates and tracks investment portfolio information | |
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Investment Portfolio Calculator Ranking & Summary
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- License:
- Free to try
- Price:
- $12.99
- Publisher Name:
- Budget Educators
- Publisher web site:
- Operating Systems:
- Windows
- File Size:
- 1000 KB
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Investment Portfolio Calculator Description
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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