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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

234.0. "Calculations and valuations..." by KYOA::BOYLE (Dirty Jobs Done Dirt Cheap) Wed Jul 01 1992 18:36

    I am looking for a good reference for evaluating the appreciation (or
    depreciation) my total portfolio.  Specifically, I would like to see
    either a definition of the equations or sample programs that can help
    with the valuations.  I find it difficult to determine the yield
    of a number of investments, purchased and sold throughout the year.
    
    Any comments??
    
    Jack Boyle
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234.1Software for Portfolio Management ModelingCPDW::ROSCHThu Mar 25 1993 13:3311
    Although the base note is 8 months old I'd like some information on any
    DOS-based sw which will help in tracking Mutual Funds, playing 'what
    if' games - from simple to complex.
    
    Ideally - a sw package in which I would record all investments and be
    able to include expected TR% for 6 mos., 1` yr, 5 years, 10 years;
    inflation %; subjectivly include 'risk' into the calculations, NPV etc.
    Modify assumptions, % confidence etc.
    
    Is there something like that in the market or in the Public Domain,
    shareware, on Prodigy or Compuserv?