Portfolio Evaluator + 1.2

Bent Tree Software – Shareware

Unlock Investment Insights with Portfolio Evaluator +

Elena Angelini

01/17/2025

Portfolio Evaluator + by Bent Tree Software offers an intuitive interface and powerful tools for investors seeking to optimize their investment strategies and track portfolio performance effectively.

Portfolio Evaluator +: A Comprehensive Tool for Evaluating Investment Portfolios

Portfolio Evaluator + by Bent Tree Software is a powerful and comprehensive software application designed to help investors evaluate and analyze their investment portfolios with ease. Whether you are a novice investor or a seasoned professional, Portfolio Evaluator + offers a wide range of features to meet your portfolio evaluation needs.

Key Features:

Portfolio Analysis: Portfolio Evaluator + provides in-depth analysis of your investment portfolio, including performance, risk assessment, and asset allocation.
Customizable Reports: Generate customizable reports to track your portfolio performance over time and make informed investment decisions.
Historical Data: Access historical data to analyze trends and patterns in your portfolio performance.
Risk Management Tools: Use risk management tools to assess the risk level of your investments and make adjustments as needed.
Asset Allocation Optimization: Optimize your asset allocation to achieve your investment goals and maximize returns.

Benefits of Portfolio Evaluator +:

Streamlined Portfolio Evaluation Process
Detailed Performance Analysis
Customizable Reporting Options
Improved Risk Management
Enhanced Asset Allocation Strategies

Who Can Benefit from Portfolio Evaluator +?

Portfolio Evaluator + is suitable for individual investors, financial advisors, and portfolio managers looking to enhance their portfolio evaluation capabilities. Whether you are managing a personal investment portfolio or a larger institutional fund, Portfolio Evaluator + offers the tools you need to make informed investment decisions.

Portfolio Evaluator + by Bent Tree Software is a comprehensive and user-friendly software application that provides investors with the tools they need to evaluate and analyze their investment portfolios effectively. With its robust features and customizable options, Portfolio Evaluator + is a valuable asset for investors looking to maximize returns and manage risk in their portfolios.

Overview

Portfolio Evaluator + is a Shareware software in the category Home & Hobby developed by Bent Tree Software.

The latest version of Portfolio Evaluator + is 1.2, released on 02/18/2008. It was initially added to our database on 08/27/2007.

Portfolio Evaluator + runs on the following operating systems: Windows.

Portfolio Evaluator + has not been rated by our users yet.

Pros

Comprehensive portfolio tracking and evaluation tools
Ability to track multiple portfolios and accounts
Support for a wide range of assets including stocks, bonds, mutual funds, and options
Automatic price updates to keep portfolio data current
Customizable reporting features for in-depth analysis
User-friendly interface with intuitive navigation
Secure data encryption for protecting sensitive financial information

Cons

Limited integration with external financial institutions for automated data import
Lacks advanced technical analysis tools for detailed investment research
May require manual input for certain asset classes or transactions not supported by automatic updates
Higher price point compared to some competing portfolio management software

FAQ

What is Portfolio Evaluator +?

Portfolio Evaluator + is a software developed by Bent Tree Software. It is a tool designed to help individuals or organizations evaluate and analyze their investment portfolios and make informed investment decisions.

What features does Portfolio Evaluator + offer?

Portfolio Evaluator + offers a range of features including portfolio tracking, performance analysis, risk assessment, asset allocation analysis, benchmark comparison, and various reporting options.

How can I track my investment portfolio using Portfolio Evaluator +?

To track your investment portfolio, you can input your holdings and transactions into the software. It allows you to organize and monitor your investments, providing up-to-date information on portfolio performance.

Can I analyze the performance of my portfolio with Portfolio Evaluator +?

Yes, Portfolio Evaluator + provides tools to analyze the performance of your portfolio over time. It calculates key performance metrics such as return on investment (ROI), risk-adjusted returns, and compares them to relevant benchmarks.

Does Portfolio Evaluator + offer risk assessment capabilities?

Yes, Portfolio Evaluator + helps assess the risk level of your portfolio by analyzing factors such as asset volatility, correlation analysis, and historical performance. It aims to provide insights into the risk exposure of your investments.

Is asset allocation analysis available in Portfolio Evaluator +?

Absolutely! Portfolio Evaluator + enables you to analyze the allocation of your investments across different asset classes or sectors. This analysis helps evaluate diversification and exposure to different areas of the market.

Can I compare my portfolio's performance against benchmarks using Portfolio Evaluator +?

Yes, Portfolio Evaluator + allows you to compare your portfolio's performance against various benchmarks. This feature helps you understand how your investments are performing relative to specific market indices or other comparable portfolios.

What reporting options are available in Portfolio Evaluator +?

Portfolio Evaluator + offers a variety of reporting options, including customizable reports, visual charts, and graphs. These reports provide a comprehensive view of your portfolio's performance and help in decision-making.

Is Portfolio Evaluator + suitable for both individual investors and financial professionals?

Yes, Portfolio Evaluator + caters to the needs of both individual investors and financial professionals. It provides valuable insights and analysis that can assist in making informed investment decisions.

Does Portfolio Evaluator + support multiple portfolios?

Yes, Portfolio Evaluator + supports the management of multiple portfolios. It allows you to track, analyze, and compare the performance of different investment portfolios within the same software.

Elena Angelini

I'm Elena, your go-to software reviewer at UpdateStar and tech enthusiast. Whether you're a user seeking the latest software titles or software news I've got you covered. When I'm not diving into the latest software, you can find me exploring nature trails, camping under the stars, or competing in online multiplayer games. My reviews are designed to be fun, engaging, and packed with all the details you need to make informed decisions.

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