Product Release Notes

RELEASED - August 2007

INVESTOR'S ACCOUNTANT® Version 6.0

New in this release:

  1. Portfolios can now contain securities listed on foreign exchanges* in mixed currencies, with values automatically converted to a single selected currency on reports.  Currency exchange rates can be downloaded or imported and can be obtained for historical dates so that valuation changes over time can be accurately calculated.

  2. New Risk/Reward and Volatility Analysis (for securities or portfolios) provides key comparisons between securities, portfolios, and market indexes, providing the commonly used measures: Standard Deviation, Beta, R-Squared, and Sharpe Ratio. Standard Deviation compares raw volatility between portfolios and indexes, Beta measures portfolio correlation with an index, R-Squared measures the quality of the Beta and Standard Deviation calculations, as well as trend strength, and Sharpe Ratio is a measure of risk versus reward.  Beta can be calculated using any selected index, and Sharpe Ratio using either 3-month or 6-month T-Bill rates (automatically downloaded).

  3. A new T-Bill Rate listing shows nearly 50 years of downloaded daily market rates for 3-Month and 6-Month Treasury Bills (downloaded from the St. Louis Federal Reserve).

*Downloading limited to data freely available on Yahoo!®

Home   |   Products   |   Downloads   |  Upgrade News   |   Contact Us   |   Support   |   FAQ   |   Terms of Use    
© 2014 Hamilton Software, Inc., All rights reserved    Telephone: 303.847.8092   303.795.5572     info@hamiltonsoftware.com     Legal notices