Portfolio Returns
Track your multiple portfolios
Only for Mac
Free
Mac
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)
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The developer, Jianming Chen, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jianming Chen
- Size
- 4.7 MB
- Category
- Finance
- Compatibility
Requires macOS 11.0 or later.
- Mac
Requires macOS 11.0 or later.
- Languages
- English and Simplified Chinese
- Age Rating
4+
- 4+
- Copyright
- © Jianming Chen