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Passive Investments Scorecard for Excel

AKS-Labs – Shareware

Maximize Your Investment Strategy with Passive Investments Scorecard in Excel

Boris Weber

Passive Investments Scorecard for Excel by AKS-Labs is a comprehensive tool that simplifies tracking and management of passive investment portfolios, but may require some initial learning curve for new users.
2025 Editor's Rating

Passive Investments Scorecard for Excel by AKS-Labs is a powerful tool designed to help investors track and analyze their passive investment portfolios using Microsoft Excel.

With Passive Investments Scorecard, users can easily organize and monitor their investment assets, including stocks, bonds, mutual funds, ETFs, and more. The software allows users to input key information such as the quantity and purchase price of each asset, as well as any dividends or interest received.

One of the key features of Passive Investments Scorecard is its ability to automatically calculate important metrics like total return, annualized return, and investment performance. This data can provide users with valuable insights into how their investments are performing over time.

Furthermore, Passive Investments Scorecard offers customizable reporting options, allowing users to generate detailed reports and visualizations of their investment data. These reports can help investors identify trends, make informed decisions, and optimize their investment strategies.

Passive Investments Scorecard for Excel by AKS-Labs is a comprehensive solution for investors looking to efficiently manage and evaluate their passive investment portfolios within the familiar environment of Microsoft Excel.

Overview

Passive Investments Scorecard for Excel is a Shareware software in the category Business developed by AKS-Labs.

The latest version of Passive Investments Scorecard for Excel is currently unknown. It was initially added to our database on 04/19/2008.

Passive Investments Scorecard for Excel runs on the following operating systems: Windows.

Passive Investments Scorecard for Excel has not been rated by our users yet.

Pros

  • User-friendly interface that integrates seamlessly with Excel
  • Customizable templates to suit different investment strategies
  • In-depth analysis and tracking of passive investments
  • Ability to easily update data and refresh scores
  • Supports various metrics for evaluating investment performance
  • Cost-effective compared to more complex investment analysis software
  • Great for individual investors looking for simple tools to manage their portfolios

Cons

  • Limited advanced features compared to dedicated financial software
  • Dependence on Excel, which may not suit all users
  • Learning curve for users unfamiliar with Excel functionalities
  • Updates may require manual input if data sources are not linked
  • Not as comprehensive as institutional-grade tools for large portfolios

FAQ

What is the Passive Investments Scorecard for Excel?

The Passive Investments Scorecard for Excel is a tool developed by AKS-Labs that allows users to analyze and evaluate passive investment opportunities.

How does the Passive Investments Scorecard for Excel work?

The Scorecard utilizes various metrics and formulas to assess the attractiveness of passive investments. Users input relevant data into the Excel tool, which then generates an overall score and report.

What metrics does the Passive Investments Scorecard consider?

The Scorecard analyzes metrics such as return on investment (ROI), risk profile, diversification, fees, and historical performance among others.

Is the Passive Investments Scorecard customizable?

Yes, the tool allows users to adjust weighting factors for each metric based on their individual preferences and priorities.

Can I compare multiple passive investment opportunities using this tool?

Absolutely! The Passive Investments Scorecard enables users to evaluate and compare multiple investments side by side to make informed decisions.

Is the Passive Investments Scorecard suitable for all types of investments?

While primarily designed for analyzing passive investments like mutual funds, ETFs, or index funds, the Scorecard can be adapted for other asset classes as well.

Does the Passive Investments Scorecard provide any visualizations or charts?

Yes, the tool generates visual charts and graphs to help users visually understand investment performance and compare different options.

Can I export reports generated by the Passive Investments Scorecard?

Yes, the tool allows users to export the generated reports in various formats including Excel, PDF, or Word for further analysis or sharing.

Does the Passive Investments Scorecard require any special software or Excel skills?

No, the tool is designed to be user-friendly and requires only basic Excel skills to input data and interpret the generated reports.

Is customer support available for the Passive Investments Scorecard?

Yes, AKS-Labs provides customer support to address any questions or issues users may encounter while using the Scorecard.


Boris Weber

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

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