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Description
Investment Portfolio Manager, particularly for investments w/multiple cash flows
Features
: Horizon Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts.
Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc.
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