Investing Tool Box 2.0

Investing Tool Box 2.0 details

A set of tools that can help make you a more successful investor.
The Portfolio Analysis tool will analyze your existing portfolio, and
estimate the portfolio’s future average rate of return and rate of
return volatility. The Portfolio Analysis tool also automatically
downloads financial data, and uses a built in valuation model to
estimate the intrinsic value of each of a portfolio’s companies, and
also analyze the company’s operating history.

Portfolios can be imported into a Monte Carlo simulator, where
you can model the portfolio’s performance using your existing
contribution (or withdrawal) policy. If the simulation results are not
satisfactory, you can use the Monte Carlo simulator to explore the
effect of adjusting your contribution schedule and portfolio
composition.

The Portfolio Analysis Tool also automatically
downloads financial data, and uses a built in valuation model to
estimate the intrinsic value of each of a portfolio’s companies, and
also analyze the company’s operating history.

Portfolios can
be imported into the Monte Carlo Simulator, where you can model the
portfolio’s performance using your existing contribution (or
withdrawal) policy.  If the simulation results are not satisfactory,
you can use the Monte Carlo simulator to explore the effect of
adjusting your contribution schedule and portfolio composition.

You
can also pass a set of portfolios to the Monte Carlo simulator and put
it into Optimization Mode, where it will perform multiple simulations
at varying contribution or withdrawal rates in order to find the
portfolio that is best for your particular goal.

Alternately,
you can use the Mean Variance Optimizer to create a sample of
portfolios along the efficient frontier, and use these as the input to
the Monte Carlo simulator’s optimization process. The output of both
the Monte Carlo simulator and Mean Variance Optimizer can be plotted
using a built in plotting utility, which allows you to create
customized plots of one or more data series.

Investing Tool Box
is very useful in creating a focused portfolio of exceptional
companies. Other features include an Internal Rate of Return
Calculator, and a Transaction Tool that can track your portfolio’s
realized and unrealized capital gains, and generate data useful for tax
reporting.

What’s New in this Version

– Added an internal rate of return calculator tool.

– Added features to portfolio tool.