What is the CD Portfolio Analyzer?
The CD Portfolio Analyzer is an easy to use MS Excel spreadsheet that can organize,
track and analyze up to 20 certificates of deposit (CDs). It's like a CD calculator for
your entire CD portfolio. The spreadsheet provides a high level of financial analysis
similar to that used by financial institutions to track their own investment portfolios.
The CD Portfolio Analyzer uses powerful spreadsheet formulas linked to the current
date that automatically update your CD portfolio calculations through the current month
providing you with a continuous real time analysis of your CD portfolio. Your CDs are
automatically sorted by maturity date from earliest to latest.
What can the CD Portfolio Analyzer tell me about my certificates
of deposit that I don't already know?
Manually keeping track of several CDs purchased from multiple financial institutions
with different dollar amounts, maturity dates and interest rates can be difficult and
time consuming. In fact, every time a CD matures, or a new CD is purchased, you need to
recalculate everything all over again.
The CD Portfolio Analyzer will provide you with a continuously updated analysis of
your CD portfolio including the following financial calculations which are all located
on the easy to read CD Data Output Report.
Is it easy to use?
Yes! Simply enter your individual CD information (name of issuer, deposit amount,
interest rate, etc.) by filling in the blanks on the CD Data Input Table. Once this
information is entered, the CD Portfolio Analyzer will automatically sort and analyze
your CD portfolio information on the CD Data Output Report. You do not need any
previous MS Excel or spreadsheet experience.
How can I purchase the CD Portfolio Analyzer?
Follow the link provided below to purchase and download in minutes a
ZIP file containing the CD Portfolio Analyzer spreadsheet and the step by step
CD Portfolio Analyzer Instruction Guide [PDF]. Its easy!
Terms of Purchase: The CD Portfolio Analyzer spreadsheet is intended as a self-help tool for your independent use
and is not intended to provide investment advice. We do not guarantee its applicability or accuracy in regards to your
individual circumstances. We encourage you to seek personalized advice from qualified professionals concerning all
personal finance matters. We shall not be responsible for any errors, omissions or defects in the CD Portfolio
Analyzer spreadsheet or the consequences of any decisions or actions taken in reliance upon this spreadsheet. The
CD Portfolio Analyzer spreadsheet is provided "as-is" without representations or warranties of any kind, either
express or implied.
Privacy Policy: Our policy is to collect only the data we need to provide information or products that you have
specifically requested from us. Under no circumstances will this information be rented, sold, or loaned to any other
person, company, or organization.
CD Portfolio Analyzer TM by Balesky Development, LLC
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| CD Portfolio Analyzer $9.95 USD |
Click this link to download a copy licensed for your personal use... |
(C)Copyright 2007 Balesky Development, LLC. All Rights Reserved.
CD Portfolio Analyzer Spreadsheet
2CheckOut.com Inc. (Ohio, USA)
is an authorized retailer for
goods and services provided by
Balesky Development, LLC.
2CheckOut.com Inc. (Ohio, USA)
is an authorized retailer for
goods and services provided by
Balesky Development, LLC.