Portfolio Evaluator+

Bent Tree Software ❘ Commercial

Optimize Your Investments with Portfolio Evaluator+

Pete Milner

02/19/2025

Portfolio Evaluator+ by Bent Tree Software provides robust tools for thorough analysis and evaluation of investment portfolios, helping users make informed financial decisions.

Portfolio Evaluator+ Review

Portfolio Evaluator+ by Bent Tree Software is a comprehensive and user-friendly tool designed to help investors track, evaluate, and manage their investment portfolios with ease. Whether you are a seasoned investor or just starting out, this software provides valuable insights to assist you in making informed decisions regarding your investments.

Key Features:

Portfolio Tracking: Portfolio Evaluator+ allows users to effortlessly track the performance of their investment portfolios in real-time. You can monitor your holdings, transactions, and overall performance with just a few clicks.
Analytical Tools: This software offers a wide range of analytical tools to help users evaluate the performance of their portfolios. From risk analysis to return calculations, you can access valuable insights to optimize your investment strategy.
Diversification Analysis: Portfolio Evaluator+ enables users to analyze the diversification of their portfolios to ensure they are appropriately spread across different asset classes. This feature helps minimize risk and maximize returns.
Reporting Capabilities: With Portfolio Evaluator+, you can generate detailed reports on your portfolio performance, asset allocation, and other key metrics. These reports can be customized and exported for further analysis or sharing.
Automatic Updates: The software provides automatic updates on market data, allowing users to stay informed about the latest developments that may impact their investment decisions.

Benefits:

Efficient Portfolio Management
Insightful Analytics for Informed Decision-Making
Risk Mitigation through Diversification Analysis
Time-Saving Reporting Functionality
Real-Time Market Updates for Timely Action

Portfolio Evaluator+ is a powerful tool for investors looking to streamline their portfolio management process and gain valuable insights into their investments. With its user-friendly interface, robust features, and comprehensive analytics, this software is a valuable asset for anyone serious about optimizing their investment portfolio.

Overview

Portfolio Evaluator+ is a Commercial software in the category Home & Hobby developed by Bent Tree Software.

The latest version of Portfolio Evaluator+ is currently unknown. It was initially added to our database on 03/29/2008.

Portfolio Evaluator+ runs on the following operating systems: Windows.

Portfolio Evaluator+ has not been rated by our users yet.

Pros

User-friendly interface that simplifies portfolio analysis
Comprehensive reporting features that allow for detailed insights
Ability to track multiple portfolios simultaneously
Supports various asset classes including stocks, bonds, and mutual funds
Customizable metrics and benchmarks for personalized evaluations
Integration capabilities with other financial tools and services
Regular updates and customer support from Bent Tree Software

Cons

Pricing may be high compared to similar competitors
Limited features for mobile access
Steep learning curve for advanced analytics features
Some users report occasional bugs or performance issues
May not be suitable for users looking for a simplistic tool

FAQ

What is Portfolio Evaluator+?

Portfolio Evaluator+ is a software developed by Bent Tree Software that allows users to track and evaluate investment portfolios.

How does Portfolio Evaluator+ work?

Portfolio Evaluator+ works by allowing users to input their investment holdings and track their performance. It provides various metrics and analysis tools to evaluate the portfolio's performance.

What features does Portfolio Evaluator+ offer?

Portfolio Evaluator+ offers features such as portfolio tracking, performance analysis, risk assessment, asset allocation analysis, benchmarking, and reporting tools.

Is Portfolio Evaluator+ suitable for individual investors?

Yes, Portfolio Evaluator+ is designed to be used by both individual investors and financial professionals.

Can Portfolio Evaluator+ import data from brokerage accounts?

Yes, Portfolio Evaluator+ supports data import from various popular brokerage accounts to facilitate the portfolio tracking process.

Is Portfolio Evaluator+ compatible with different types of investments?

Yes, Portfolio Evaluator+ supports a wide range of investment types including stocks, bonds, mutual funds, ETFs, options, and more.

Does Portfolio Evaluator+ provide performance benchmarking?

Yes, Portfolio Evaluator+ allows users to compare their portfolio's performance against various benchmarks such as market indices or custom benchmarks.

Are there reporting capabilities in Portfolio Evaluator+?

Yes, Portfolio Evaluator+ offers comprehensive reporting capabilities including customizable reports with charts and graphs for clear visualization of portfolio performance.

Can Portfolio Evaluator+ help analyze portfolio risk?

Absolutely, Portfolio Evaluator+ provides risk assessment tools like standard deviation, beta, and value-at-risk calculations to analyze and measure portfolio risk.

Is Portfolio Evaluator+ available for multiple platforms?

Yes, Portfolio Evaluator+ is available for Windows and Mac platforms, ensuring compatibility for a wide range of users.

Pete Milner

I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.

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