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Portfolio Returns

Portfolio Returns at Mac App Store analyse

Jianming Chen
0 ratings · Power index: 100
Version 1.6
Size 0 Bytes
Updated 1 month ago
Released 08 Dec 2021

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Description

Track your multiple investment or portfolios in one place. Inspired by A Returns Spreadsheet for Bogleheads. FEATURES - Compute investor return (money-weighted return, internal rate of return). - Compute portfolio return (time-weighted return, comparable return). - Show portfolio returns for 1 month, 3 months, 6 months, year-to-date (YTD) and 1 year. - Show portfolio returns for 3 years and up to 50 years. - Calculate and show growth of $10,000 chart. - Import and export portfolios as JSON. USAGE 1. Create a portfolio. 2. Add one or more accounts. 3. At the close of the last day of each month, add total contributions, total withdrawals and account balance to each account. CREDITS Inspired by and based on return spreadsheet built by Bogleheads forum member longinvest. See Calculating personal returns Bogleheads wiki page to learn more. (https://www.bogleheads.org/wiki/Calculating_personal_returns) Bogleheads wiki is licensed under the GNU Free Documentation License. (https://www.gnu.org/licenses/fdl-1.3.html)

Estimates

Monthly Downloads > 2.2k
Est. Revenue ~ $900

Availability

Devices

MacDesktop

Pricing by country

Country Price
Canada free
China free
France free
Germany free
Italy free
Netherlands free
Portugal free
Spain free
UK free
India free
Japan free
Korea, Republic Of free
Poland free
Russia free
Turkey free
USA free
Ukraine free

Version History

Latest: 1.6

* Adapt new OS styles * Minor improvements
v1.5 1 month ago