Personal Investment Review
An individual investor measures total returns on their stock portfolio to assess performance against market benchmarks over a 5-year period.
Financial Advisory Client Reporting
A financial advisor uses the tool to calculate client portfolio returns including dividends and capital gains for quarterly performance reports.
Real Estate Investment Returns
A real estate investor calculates the total return on a rental property including rental income received and appreciation over the holding period.
Bond Portfolio Analysis
A bond investor measures total return including coupon payments and principal appreciation on their bond holdings over a custom time period.