Windows · Free download · Investment Analysis
is an easy-to-use financial utility for calculating time- and dollar-weighted rates of return on any investment.
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Overview
is an easy-to-use financial utility for calculating time- and dollar-weighted rates of return on any investment.
In depth
Performance numbers are calculated using the Modified Dietz formula, with those greater than one year being automatically annualized. You can view a detailed log showing what numbers were used with the Modified Dietz formula for each compounding period (monthly).
You can also group your investments in portfolios, import historical pricing data from CSV files, and export your data.
Verdict
Investment Performance Calculator runs on Windows 95/98/Me/NT/2000/Windows 10/11 and is available under the Shareware license — the installer is 1 MB. We’ve catalogued it under Investment Analysis.
At a glance
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