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

PerfCalc YouTube Tutorials

Where you are trying to go — Investment Planning: Investor's CalcStation | How you are going to get there — Portfolio Management: Investor's WorkStation | How well you have done — Modified Dietz Performance Calculator: PerfCalc | What you need to think about, know, do, have, use, forget, and avoid — Investing Principles and Perspectives: In My Opinion | Home | Contact Us | Free 30-Day Software Trials | Prices/Order

 

We uploaded PerfCalc tutorials to YouTube to reduce file load time and to expedite tutorial navigation:

 

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If you prefer, click on a subject link for direct access to video @ YouTube.

 

PerfCalc QuickView:

PerfCalc QuickView

PerfCalc Tutorial in Detail:

All Subjects, Single Video

 

5.6 Updates:

  • Added annualized Benchmark @ Trends Analysis/Performance Summary.
  • Benchmark analysis range auto-synced to report analysis range dates; no longer need to manually sync.
  • Report footnotes; calculation methodology, gross of fee or net of fees, individual index or user defined composite benchmark.

 

PerfCalc Tutorials by Subject:

Setup

Add, Duplicate, Modify, Delete Accounts

Data Entry

Global, Selected Portfolio Excel Data Import

Benchmarks

Global Selected Combined Report

Trends Analysis