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Portfolio Evaluator+

Bent Tree Software  ❘ Commercial

Optimize Your Investments with Portfolio Evaluator+

Pete Milner

Portfolio Evaluator+ by Bent Tree Software provides robust tools for thorough analysis and evaluation of investment portfolios, helping users make informed financial decisions.
2025 Editor's Rating

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

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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