Product Release Notes

RELEASED - August 2008

EASY ROR PRO™ 10.0

New in this release:

  1. You can create your own Blended Benchmarks (weighted composite of two or more quoted indexes or securities) to compare against portfolios. For instance, if your portfolio is a diversified blend of stocks and bonds, you can construct a benchmark index which matches your investment objective.

  2. When comparing the performance of a benchmark with a portfolio, you can optionally compare the raw performance of the benchmark itself or the performance which would have resulted if the portfolio deposits and withdrawals had been invested in the benchmark exactly as they were in the portfolio.

  3. A new Portfolio Gain/Loss Report shows each portfolio's net investment gain/loss over selected periods.

  4. A Total Return Graph can be created directly from the Rate of Return Report simply by selecting the desired portfolios on the report and clicking a Graph button. Also, you can now create and view any number of reports and graphs together on the same screen.

  5. The net change between balances is now displayable on the transaction screen, showing your gain/loss between balance dates.

  6. All methods and terminology have been updated to reflect the latest GIPS® (Global Investment Performance Standards) specifications.

  7. Yahoo!®-quoted indexes have been added to the Index list.

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