The Investment Performance Calculator

The Investment Performance Calculator is an easy to use yet powerful financial desktop software application for calculating time and dollar weighted rates of return on any investment.
Features Include:
  • Calculates Time and Dollar Weighted rates of return for all investment types.
  • Calculates Standard Deviations and Sharpe Ratios for all portfolios.
  • Utilizes a Time Weighted calculation algorithm that follows standards set by the Association for Investment Management and Research (AIMR, PPS/GIPS).
  • Performance Reports that are customizable HTML based. Including:
    - Portfolio Performance- Portfolio Market Values and Cash Flows
    - Investment Detail- Investment Performance
    - Investment Transactions
  • Recently updated complete users manual in windows help format
  • Import and Export for transferring data with other systems in XML and CSV formats
  • Calculation audit log showing how performance numbers were derived
  • Windows™ Explorer styled user interface with customizable User Interface.
  • No annual licensing fees. One time per user lifetime license fee
  • Runs on Windows™ 95, 98, Me, NT, 2000 and XP
  • It has been used by thousands of financial professionals and individual investors world wide.

    Try a free evaluation copy for yourself today. Download a free copy now