Examples Demonstrating Quantext Portfolio Planner
These examples are intended for two purposes. First, they demonstrate capabilities of QPP. Second, they provide lessons on a range of important issues in financial planning.
Our intent is that these examples will be useful and educational, whether or not you are a user of QPP. Even if you do not use our software tools, these examples should be of interest. If, after reading one or more of these examples, you would like to run some of these calculations yourself, a free trial
Each example is designed as a stand-alone lesson. Please note that the first few examples are laden with screen shots, the idea being that they will be especially useful for people new to QPP. As this filing cabinet of examples fills out, we will include fewer screen shots, though the examples will continue to demonstrate the process of applying QPP to various problems.
Finally, we plan on offering examples that cater to a wide range of investors, from people new to investing to the very sophisticated. Thanks for your patience as we construct this new area of our website.
NOTE: Quantext is not a registered investment advisor. No information on this website should be taken as advice to buy or sell any asset. Any and all information obtained from Quantext is on an "AS IS" basis.
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