Investment Portfolio Calculator

Investment 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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  • Rating:
  • License:
  • Free to try
  • Price:
  • $12.99
  • Publisher Name:
  • Budget Educators
  • Publisher web site:
  • Operating Systems:
  • Windows
  • File Size:
  • 1000 KB

Investment Portfolio Calculator Tags


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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