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Use Excel XP & Portfolio Designer to diagnose your existing stock and mutual fund holdings, allocate new investments, combine your equity portfolio with a fixed income product, protect your portfolio value, and back test your portfolio against a benchmark. Portfolio Designer is compatible with Deluxe Stock Screener from MSN Money website. Portfolio Designer downloads historical prices from Yahoo Finance.
PriceUSD35
LicenseFree to try
File Size5.13 MB
Version1.0
Operating System Windows 98 Windows XP Windows Me Windows Windows 2000
System RequirementsWindows 98/Me/2000/XP, Excel XP