Portfolio Returns

财务

仅适用于 Mac

免费

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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* Adapt new OS styles * Minor improvements

版本 1.6

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    信息

    提供者
    Jianming Chen
    大小
    1.4 MB
    类别
    财务
    兼容性
    设备需装有 macOS 13.0 或更高版本。
    • Mac
      设备需装有 macOS 13.0 或更高版本。
    语言
    简体中文和英语
    年龄分级
    4+
    版权
    © Jianming Chen
  • 隐私政策