Portfolio Asset Allocation Tool 1.6
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Publisher: Jim Richmond
File size: 299KB
OS: Not Applicable
Date added: 2009-10-27
Homepage: http://www.flexibleRetirementPlanner.com
Category: Business
Portfolio Asset Allocation Tool 1.6 Description
"Workbook helps you track, rebalance, and analyze your portfolio asset allocation"
Edit By BS Editor: This Workbook provides a simple but powerful tool for managing the asset allocation of your portfolio and analyzing how your portfolio may perform under various economic scenarios.
You can easily import your investment portfolio from Quicken or other financial management software. After importing your portfolio, Review the predefined asset classes and make any changes to them that you require. Next, assign asset classes to each security (up to 10 per security by percent). Finally, specify your target allocations for each asset class and review the recommended rebalancing actions. Additionally, you can create economic scenarios such as Global Hyper-Inflation, and model the Impact to your portfolio. you can free download Portfolio Asset Allocation Tool 1.6 now.
Portfolio Asset Allocation Tool 1.6 Keywords
asse, location tool, allocation, rtf, folio, asset, rtfo, asset allocation, location
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