Abacus-Portfolio Performance Calculator for Windows

User Reviews

• Perfect for keeping track of my portfolio returns

  simple777October 24, 2011

  Pros

  - the price is right - takes about 10 to 20 minutes to learn - new account setup is pretty straightforward - imports transactions from excel - nice charts

  Cons

  - help is not extensive - a printable report would be nice

  Summary

  - great little gem - the only free product I could find that calculates portfolio return using the same method as excel XIRR()

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• Great general portfolio tracker

  mcguireb1January 9, 2011

  Pros

  No need to enter every stock or trade

  Cons

  help file is not that helpful

  Summary

  It took a bit of playing around but after about 20 minutes I figured out how to use this sweet little program. It is just what I wanted. You just add amounts deposited to your stock acct, then list the ending value of the acct each month. It shows how much is deposited, how much cash is withdrawn, and the gain or loss of the acct. I love it.

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• Lacks adequate directions for use.

  stremayneJanuary 29, 2009

  Pros

  I abandoned it for another product.

  Cons

  See above.

  Summary

  I think I have said all that needs to be said.

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