Items selected where Question includes Investment or Answer includes Investment
Questions & Answers
Q: We have a license to your software. We want to evaluate a mortgage broker or banker. Do you have such vertical evaluators?
A: We have a Business Valuation Model Excel https://bizpep.com/businessvaluation.html and a corresponding web based version at https://bizpep.com/ . We also have web based Investment Analysis Software at https://bizpep.com/uinvest.html . However we do not have specific mortgage broker or banker evaluation.
Q: New Software Release
A: Business Performance Analysis Modules Version 1.0 - 16 April 2008 Details available at https://bizpep.com/ bizpep.com Analysis Modules provide business forecasting and business valuation. Modules are designed to run in your browser. You can access all Analysis Modules directly from our site or download and run the Business Performance Analysis Modules on your computer. They offer up to a 10 year Forecast, Sensitivity Analysis, Investment Return, Net Present Value Analysis, and calculated Business Valuation.
Q: I have looked through your site and wonder if any of the software you have developed deals specifically with creating income streams. I read where you discussed income streams...we are looking for a product that will analyze a portfolio and provide analysis that points to where the income should be taken from. For example, if a 6% income stream is required, given the inputs of what is held in the portfolio, which investment should the money come from.
A: We do not have specific income stream focused software.
Q: Can your software calculate a rate of return for a specific holding or portfolio with 15- 20 holdings? Also if I had a number of holdings in 1 portfolio can it calculate a rate of return for the entire portfolio for a selected time periods, for a selected holding or holdings in that portfolio. If I had 3 or 4 portfolios could it calculate a rate of return for all 4 portfolios as a group or for 2 of the portfolios as 1 group and 2 as another group ? If I had the same stock in different portfolios can it calculate a rate of return for that particular stock on a consolidated basis ?
A: Investment Analysis software can manage a number of portfolios and provide return analysis for each however it does not automatically provide a combined multi portfolio analysis. You would need to build a separate portfolio containing all the required investments (ie duplicate entries). It does not provide import data functionality. Full details and access to the software for free evaluation is available at https://bizpep.com/uinvest.html .
Q: I have found that when I change the Valuation Data field for 1)Market Value of Property and/or 2) Other Investment of Business it has no effect on the calculated "Current Expected Valuation". This is true even when I put in false values that exceed the computed expected value. How can this be true? The value of real property needs to be calculated in the Expected Value - True?
A: As outlined in the mouseover comments the Other Investment in Business value is adjusted to balance the equation ie if you change the property value and leave the valuation data the same click the Update Total Investment to button on the valuation sheet the Other Investment value will change to adjust for the property change. Because the performance of the business is not impacted by the adjustment (which balances out) the valuation remains the same there is just more or less Other Investment.