Investment Portfolio Calculator

Investment Portfolio Calculator 1.1

The Investment Portfolio Calculator is helpful in keeping track...

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.

Investment Portfolio Calculator

Download

Investment Portfolio Calculator 1.1