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I'm looking for software for investment analysis. It should be able to calculate and visualize:

  • NPV
    • Net present value of an investment after 3, 5, 10 years
  • IRR
    • Internal rate of return
  • ROI
    • Return on investment: profit compared to bank interest
  • BEP
    • Break-even point: when invested capital is returned

Is there any software to calculate and visualize these conveniently by getting intuitive inputs?

The platform or operating system doesn't matter. Technology doesn't matter.

Update

To specify what kind of financial products I'm more interested in for analysis:

  • An existing portfolio? No.
  • Analyzing products? Kind of.
  • Startup investment? Yes.
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  • Does this calculate NPV, ROI, BEP? en.wikipedia.org/wiki/GnuCash
    – user3853917
    May 22, 2021 at 11:16
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    Would a spreadsheet be acceptable?
    – Eric S
    May 26, 2021 at 13:58
  • @EricS It would be fine if it has the visualizations and charts =)
    – user3853917
    May 26, 2021 at 14:22
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    Please also specify what kind of financial products you are more interested in for analysis. Is it for an existing portfolio? Or just for analysing products?
    – Z Z
    Jul 10, 2021 at 10:51

1 Answer 1

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This Excel template might be helpful.

Also, there is this spreadsheet template.

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