by CI Staff
The Investors Calculator by Odlum Software was first added to AAII’s Download Library in April of 2002. The program was designed to help investors with common investment calculations, and it includes a simple portfolio management section. The calculator is still very useful, but there are many more advanced portfolio management systems available now. The following paragraphs provide a quick recap of the calculator’s features.
Each calculation offered by the Investors Calculator is located on a separate tab. The retired income tab shows the value of your portfolio based on your inputs for starting value, interest growth rate and annual income withdrawn. The compound gain tab calculates the percentage annual return needed for an investment to grow to a target size over a given number of years. Capital required is similar, providing the amount of annual savings necessary to meet a certain portfolio value in a given number of years.
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