Portfolio Evaluator+

This program is a form that will assist you in tracking your investments. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance

Printouts are professional looking and may be used by financial planners as well as individuals to track report specific stock, bond, and mutual fund investments.