Analysis of Investment Portfolio and Income

The purpose of this report is to analyze the growth of the client's portfolio and relate it to the client's income and taxes paid. This is especially useful for retired clients whose main source of income is dependent on your success with their investment portfolio. While it is necessary to see their income and investment portfolio grow to keep ahead of inflation, it is also important to them to improve their after tax income tax. This spreadsheet does all three of these analyses on one page and applies a percentage rate of return to the figures.

View Sample Report             View Sample Chart

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