GRAPHS
· Total Return
· Activity

REPORTS
· Rate of Return Before/After Tax
· Rate of Return w/Benchmarks
· Rate of Return Daily Valuation
· Rate of Return Modified BAI
· Rate of Return Net of Fees
· Rate of Return Cumulative
· Rate of Return Extended
· Multi-Year Rate of Return
· Volatility
· Gain/Loss

• 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.
• Portfolio 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.²  Graph portfolio activity and performance alongside market indexes or personally designed benchmarks.
• Portfolio Risk/Reward Analysis provides essential insight into investor performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
• Create reports in a variety of formats with flexible reporting of periodic and annualized Rate of Return.
• Retain records for multiple portfolios and calculate composite Rate of Return for portfolio groups using several GIPS®-approved methods, with asset weighting, asset + cash flow weighting, geometric linking, and dispersion.