| 開發人員: | Jianming Chen (3) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 2 + 0 ¡ | ||
| Mac App Store | |||
描述
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)
螢幕擷取畫面
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Jianming Chen
- 平台: macOS 應用程式 (3)
- 清單: 1 + 0
- 點數: 8 + 0 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
-
- 573 MichaelTheGeek
- +1
-
- 351 Rashad Mohammed bakar
- +1
排名
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清單
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評測
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其他資訊
- 版本: 1.5
- ID: com.ashchan.Returns
- 類別 :
macOS 應用程式›財經 - OS:
macOS,macOS 11.0 以上版本 - 大小:
2 Mb - 支援的語言 :
Chinese,English - 內容分級:
4+ - Mac App Store 評分:
0 - 發佈日期:
- 發行日期:
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