| Vývojář: | Jianming Chen (3) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 2 + 0 ¡ | ||
| Mac App Store | |||
Popis
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)
Snímky obrazovky
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
Sledovat ceny
Vývojář
- Jianming Chen
- Platformy: macOS Aplikace (3)
- Seznamy: 1 + 0
- Body: 8 + 0 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
-
- 573 MichaelTheGeek
- +1
-
- 351 Rashad Mohammed bakar
- +1
Hodnocení
Nenalezeno ☹️
Seznamy
Nenalezeno ☹️
Recenze
Buďte první, kdo bude hodnotit 🌟
Další informace
- Verze: 1.5
- ID: com.ashchan.Returns
- Kategorie:
macOS Aplikace›Finance - OS:
macOS,macOS 11.0 a vyšší - Velikost:
2 Mb - Podporovaný jazyk:
Chinese,English - Hodnocení obsahu:
4+ - Mac App Store Hodnocení:
0 - Aktualizováno:
- Datum vydání:
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