PORTAX After-Tax Portfolio Analysis

PORTAX has the ability to model economic cycles and shifts.

Time Varying Inflation Rates
The Periods Editor sets up time varying inflation rates.  PORTAX uses these inflation rates as present value discount factors and for adjusting future cash flows.

Time Varying Asset Returns and Standard Deviations
The Details Editors set up time varying asset return and asset standard deviation growth rates.  PORTAX applies these positive or negative growth rates over the periods to the asset retuns and standard deviations in the Assets Editor.