PROFESSIONAL PORTFOLIO PERFORMANCE MEASUREMENT AND BENCHMARKING
Accurately calculate Time-Weighted Rate of Return (TWRR) for
any investment portfolio (or composite group of portfolios) using only entries of balances, deposits and
withdrawals! Easy ROR Pro uses GIPS® methodology to provide accurate results meeting professional standards, and adds professional
portfolio benchmarking, charting, breakdown by asset allocation, and volatility/risk/reward analysis.
Used by major brokers and government auditors, this is the quintessential tool for professional performance measurement.
Internal and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals, before or after
taxes and fees. No need to track internal trades, transfers, dividends, splits, etc. saves you hours of time and reduces errors.
Rate of Return Calculator uses GIPS® methodology that meets CFA Institute (AIMR) standards for accurate, professional results.
Helps you become GIPS-compliant.
Portfolio Benchmarking provides "as-invested" comparison of your returns with indexes or custom-made benchmarks which
Easy ROR Pro downloads free! Graph portfolio activity and performance alongside your favorite indexes or personally designed benchmarks.
Portfolio Risk/Reward Analysis calculates Volatility, Beta, R-squared, and Sharpe Ratio.
Flexible reporting of periodic and annualized Rate of Return lets you create
professional reports in a variety of formats, and can even be
broken down by Asset Type and Allocation.
Retain records for multiple portfolios and calculate composite Rate
of Return for portfolio groups using several GIPS®-approved methods, with
asset weighting, geometric linking, and calculated dispersion.
"Unique, powerful, and elegant." Robert Foretich, Former President IIMC
