Windows · Free download · Excel Add-Ons

Portfolio Performance Calculatorv3.1

is a Microsoft Excel-based program that lets you calculate the performance and risk measures of your investment portfolios over several time periods.

Operating system
Windows 95/98/Me/NT/2000/Windows 10/11
File size
2 MB
License
30-day Trial
Last updated
Mar 12, 2025
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Overview

What is Portfolio Performance Calculator?

is a Microsoft Excel-based program that lets you calculate the performance and risk measures of your investment portfolios over several time periods.

In depth

A closer look at Portfolio Performance Calculator

You can track stock, bond, mutual fund, and 401(k) portfolios and calculate a combined return for all of your investments. You can also calculate risk measures for your portfolios, including beta, alpha, Sharpe's Ratio, R-Squared, and standard deviation.

It calculates cash flow adjusted, dollar weighted, and time (monthly) weighted returns for your investment portfolios using the method approved by the Association of Investment Management and Research.

Verdict

Should you download Portfolio Performance Calculator?

Portfolio Performance Calculator runs on Windows 95/98/Me/NT/2000/Windows 10/11 and is available under the 30-day Trial license — the installer is 2 MB. We’ve catalogued it under Excel Add-Ons.

Verified clean. Every Portfolio Performance Calculator build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
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At a glance

Portfolio Performance Calculator specifications

Category
Excel Add-Ons
Publisher
Boston Investment Services, LLC
Last updated
Mar 12, 2025
License
30-day Trial
Operating system
Windows 95/98/Me/NT/2000/Windows 10/11
File size
2 MB
Price
Free
Page views
501

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