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Provides a set of tools that can help make you a more successful investor. Investing Tool Box is a set of tools designed to help you become a more successful investor. The Portfolio Analysis Tool will analyze your existing portfolio, and estimate the portfolio’s future average rate of return and rate of return volatility. The Portfolio Analysis Tool also automatically downloads financial data, and uses a built in valuation model to estimate the intrinsic value of each of a portfolio’s companies, and also analyze the company’s operating history. Portfolios can be imported into the Monte Carlo Simulator, where you can model the portfolio’s performance using your existing contribution (or withdrawal) policy. If the simulation results are not satisfactory, you can use the Monte Carlo simulator to explore the effect of adjusting your contribution schedule and portfolio composition.You can also pass a set of portfolios to the Monte Carlo simulator and put it into Optimization Mode, where it will perform multiple simulations at varying contribution or withdrawal rates in order to find the portfolio that is best for your particular goal. Alternately, you can use the Mean Variance Optimizer to create a sample of portfolios along the efficient frontier, and use these as the input to the Monte Carlo simulator’s optimization process. The output of both the Monte Carlo simulator and Mean Variance Optimizer can be plotted using a built in plotting utility, which allows you to create customized plots of one or more data series.Investing Tool Box is very useful in creating a focused portfolio of exceptional companies. Other features include an Internal Rate of Return Calculator, and a Transaction Tool that can track your portfolio’s realized and unrealized capital gains, and generate data useful for tax reporting.The tool is self-contained, in that you do not need to purchase Microsoft Excel as with many of the other tools on the market. Limitations: · 30 days trial period. What's New in This Release: · Fixed bug in Portfolio Tool where downloaded financials sometimes had years in wrong order. · Added confidence information to expected return created from downloaded financial date in Portfolio Tool. · Decreased Trial Mode functionality (import menus now disabled). · Plot Simulation tool now plots portfolio withdrawals / contributions at specified confidence levels as opposed to the average. · Added ability to search for a string in Portfolio Tool reports · Added terse report option to Portfolio Tool for reports, this generates a simplified report with one line per ticker.

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