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Q: I want to review my investments over the past 6 years and compare the performance to the S&P as well as other mixes such as: 100% bonds, 75/25, and 50/50. Will your softward do this?
A: The software is designed to project future performance not review past performance with Inputs applying Growth %'s to develop projections. As such it is not ideal for comparing past performance although you could build a portfolio scenarios based on past performance and investigate outcomes. You can give the software a test run for free from https://bizpep.com/uinvest.html , the Help file https://bizpep.com/uinvest.html provides full details .
Question and Answer Item 2058136 - Browse All Question and Answer Items