Find Out How Much You Are Really Making (or Losing) From Your Investment Portfolio in Minutes

Investment Yield Calculator (Works Best for Units Trusts and Investment-linked Insurance Policy)

Download the tool that financial planners use to calculate investment returns

Especially when:

  • The investments were scattered over different time periods (e.g. 2007, 2009, 2012…etc)
  • The investments were made through different companies
  • The investments were bought through different people
  • The investments were made in different amounts (e.g. $10,000, $25,000, $5,000…etc)
  • There were withdrawals scattered over different time periods
  • There were withdrawals made in different amounts
  • The portfolio consists of many funds (more than 5)

To download, fill up the form below and a download link will be sent to your email.

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