Knowing your true investment performance has never been easier with
this major time-saver. Accurately calculate internal rate of return for your
portfolio (or group of portfolios) from entries of only balances,
deposits and withdrawals. No complex record-keeping, no constant updating;
trades and dividends don't need to be tracked. No matter how many investments
you have or how much trading you do, just a few minutes a month provides vital,
accurate rate of return. Don’t trust a broker or a strategy without tracking
your performance!
Easy, accurate portfolio Rate of Return calculator requires only balances, deposits and withdrawals
No need to track internal trades, transfers, dividends, splits, etc.
Calculate portfolio Rate of Return, periodic and annualized,
before and after tax, and gross or net of fees
Track any number of portfolios and calculate composite Rate of Return
for portfolio groups
Graph your portfolio activity and create flexible reports
"Both easy and easier to use than a competing piece of software we’ve recommended in the
past, PFROI."
"Investors have finally lost the excuse that it is too difficult to calculate their portfolio rate of return."
