Easy ROR Pro

> Frequently Asked Questions 


  
FEATURES 
> Report Options 
> Extended Report Options 
> Transaction Entry 
> Recurring Transactions 
> Risk/Reward Analysis 


  
GRAPHS 
> Rate of Return 
> Cash Flow Activity 
> Rolling Average ROR 


  
REPORTS 
> ROR Before/After Tax 
> ROR with Benchmarks 
> ROR Daily Valuation 
> Composite Cumulative 
> Rate of Return Extended 
> Multi-Year Rate of Return 
> Modified IRR (MIRR) 
> Volatility 
> Gain/Loss 


  
DOCUMENTS 
> User Manual 
> Section 508 VPAT 


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Geometrically-Linked Quarterly ROR (using Modified Dietz), Cumulative from Beginning Date

08/31/2018 16:15:23     RATE of RETURN - Modified Dietz                   Page 1
                         03/31/2014 through 12/31/2014                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                                  Total   Annual
  Date             Balance       Date            Balance         Return%    ROR%

ADA William Anderson                   Equity                                   
03/31/14        588,121.00     06/30/14       572,965.00          -2.24    -8.69

06/30/14        572,965.00     09/30/14       581,533.00           1.50     6.07
03/31/14        588,121.00     09/30/14       581,533.00           -.78    -1.55
                                                                                
09/30/14        581,533.00     12/31/14       624,445.00           7.38    32.66
03/31/14        588,121.00     12/31/14       624,445.00           6.54     8.78


Geometrically-Linked Quarterly ROR, Cumulative from Beginning Date, with Asset + Cash Flow Weighted Composite

08/31/2018 16:25:22     RATE of RETURN - Modified Dietz                   Page 1
                         06/30/2014 through 12/31/2014                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                       % End      Total   Annual
  Date          Balance       Date          Balance    Total      Return%   ROR 

AAR Ann Anderson                       Fixed Income                             
06/30/14   1,184,615.00     09/30/14   1,265,421.00     68.5      -2.12    -8.17
ADA William Anderson                   Equity                                   
06/30/14     572,965.00     09/30/14     581,533.00     31.5       1.50     6.07
AAR ADA - Composite  Asset + Cash Flow Weighted                                 
06/30/14   1,757,580.00     09/30/14   1,846,954.00                -.98    -3.83
                                                       Dispersion  1.68     6.62
                                                                                
AAR Ann Anderson                       Fixed Income                             
09/30/14   1,265,421.00     12/31/14   1,474,278.00     70.2       9.09    41.28
ADA William Anderson                   Equity                                   
09/30/14     581,533.00     12/31/14     624,445.00     29.8       7.38    32.66
AAR ADA - Composite  Asset + Cash Flow Weighted                                 
09/30/14   1,846,954.00     12/31/14   2,098,723.00                8.57    38.59
                                                       Dispersion   .79     3.97
                                                                                
AAR Ann Anderson                       Fixed Income                             
06/30/14   1,184,615.00     12/31/14   1,474,278.00     70.2       6.78    13.90
ADA William Anderson                   Equity                                   
06/30/14     572,965.00     12/31/14     624,445.00     29.8       8.98    18.62
AAR ADA - Composite  Linked                                                     
06/30/14   1,757,580.00     12/31/14   2,098,723.00                7.50    15.45
                                                       Dispersion  1.02     2.18


Geometrically-Linked Quarterly ROR, Cumulative to Ending Date

08/31/2018 16:14:39     RATE of RETURN - Modified Dietz                   Page 1
                         03/31/2014 through 12/31/2014                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                                  Total   Annual
  Date             Balance       Date            Balance         Return%    ROR%

ADA William Anderson                   Equity                                   
03/31/14        588,121.00     06/30/14       572,965.00          -2.24    -8.69
03/31/14        588,121.00     12/31/14       624,445.00           6.54     8.78
                                                                                
06/30/14        572,965.00     09/30/14       581,533.00           1.50     6.07
06/30/14        572,965.00     12/31/14       624,445.00           8.98    18.62
                                                                                
09/30/14        581,533.00     12/31/14       624,445.00           7.38    32.66
 


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