The Power To Perform: mhj3.com Managing Investing Judgment Since 1989

PerfCalc Screenshots
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PerfCalc Stand-alone Software.

PerfCalc Integrated with Investor's WorkStation.


Benchmarks

Create global and individual account indexes and composite indexes.


Excel Bulk Import

Import account data from a single Excel file.

Add new Investor.

Enter account information @ the Account Detail tab for a new portfolio.

Select and double-click to load an existing account to retrieve the linked portfolio.

Enter the Date by selecting the Calendar.

Enter Amount for the different types of cash flow entries.

Select the entry Type.

When completed, the Portfolio Performance line will populate.

If you make various entries for extended dates and add in various Market Values along the way, you can select any combination of Market Values as the start and end analysis dates @ Valuation Period and the Portfolio Performance Calculator will calculate the Portfolio Performance information for the selected range.

 

For example, quarterly and multi-year performances may be entered in the same window and by selecting different Market Values the cumulative performance since the start date will be calculated.

View Reports; individual, combined, and export PerfCalc data to Excel.

AIMR/GIPS Investment Performance Reporting Standards.

TWROI Calculation Simplified.

Modified Dietz Method.

TWROI Modified Dietz Calculations.