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DIY Portfolio Manager

kiadó: yaico

(14 értékelés)

Easily manage your portfolio right in Excel and monitor your performance on your smartphone

Monitor and manage your personal investment portfolio like a professional Investor with the DIY Portfolio Manager. Just get started in seconds, our quick and intuitive tutorial will guide you through the first steps and show how to track your investments. Now your dashboard is also available as mobile website for your smartphone. Such you will have your Portfolio Performance always at a glance.

These features make the DIY Portfolio Manager a tool that you don't want to miss:

  • Easy to use, just enter your trades and dividends - everything else is done for you

  • Automatically updated stock quotes by ticker symbol, ISIN or German WKN

  • Manage multiple portfolios in one Excel Sheet

  • Numerous intuitive charts and diagrams visualize all aspects of your portfolio

  • FiFo based calculations like used by the tax authorities or professional investment funds

  • Professional Key Performance Indicators like Internal Rate of Return and Time Weighted Rate of Return

  • Compare your performance to benchmarks like Dow Jones, DAX, Nasdaq

Az alkalmazás képességei

Az alkalmazás használatakor:
  • Olvashatja és módosíthatja a dokumentumot
  • Adatokat küldhet az interneten keresztül

Áttekintés

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