Product Release Notes
RELEASED - August 2007
INVESTOR'S ACCOUNTANT® Version 6.0
New in this release:
- 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.
- 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).
- 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!®
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