Portfolios

The menu bar (shown in Figure 63.8) provides many tools to aid in the management of portfolios and the investments that comprise them. The following menu items provide functionality particular to Investment Analysis:

File opens and saves portfolios.

Investment creates new investments within the portfolio.

Compute performs constant dollar, after tax, and currency conversion computations on generic cashflows.

Analyze analyzes investments to aid in decision-making.

Tools sets default values of inflation and income tax rates.