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Easy ROR™
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Measure Portfolio Performance Quickly and Accurately
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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 trading 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
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