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Product Comparison
Portfolio
Analyzer
Easy ROR
 
Easy ROR
Pro
Fundwatch
 
EarlyRetire
Pro
Wealth Planning
Suite
Data Tracking

$59.95

$59.95 $299.95 $59.95 $99.95 $399.95
All Owned Securities, Assets          
All Trades/Transactions          
Dividends, Distributions, Splits, Mergers      
Requires Only Balances, Deposits, Withdrawals      
Stocks, ETFs, Mutual Funds, Indexes      
Bonds          
Options, Futures, Warrants          
Commodities          
Cash, Annuities and Other Assets          
Shorts/Covers          
Historical Price/Volume        
Multiple Portfolios    
Downloads Security Prices      
Can Import All Required Data from File    
Maintains Client Information      
Status Reports            
Current Holdings    
Holdings by Lots          
Gain/Loss - Individual Securities          
Gain/Loss - Portfolio    
Tax Liability, Schedules B, D          
Asset Allocation    
Projected Income, Cash Flow          
All Transactions          
Customizable Report Headers      
Investment Analysis            
Basic Securities Charting        
Individual Securities Rate of Return      
Portfolio Internal Rate of Return (IRR)    
Portfolio Time-Weighted Rate of Return        
Adjusts Returns for Taxes/Fees    
Graphs Portfolio Rate of Return      
Supports AIMR/GIPS Calculation Methods        
Composite Rate of Return for Multiple Portfolios    
Benchmarking for Portfolios        
Benchmarking for Individual Securities        
Risk/Reward Analysis      
Advanced Securities Charting        
Technical Analysis        
Backtesting and Trading Systems        
Buy/Sell Alerts        
Security Screening, Comparison, Selection        
Retirement Planning            
Pre-Retirement Planning        
Semi-Retirement Planning        
Post-Retirement Planning        
Handles Tax-Advantaged Savings        
Post-Retirement Tax Calculation        
Projections in Today's or Future Dollars        
Automatic Penalty and RMD Navigation        
Automatic Tax Optimization        
Automatic 72(t) Planning        
Income Tax Leveling        
Social Security Optimization        
Custom Financial Events        
Asset Allocation Planning        
72(t) Calculator        
Interactive Graph        
Interactive Report        
Customizable Extended Report Sections        
Monte Carlo Simulation and Probability        
Reality Retirement Planning        
Flexible Borrowing Control        
Imports Assets/Liabilities from File        
Downloads Tax Tables and Market Data        
Data Security    
Portfolio
Analyzer

$59.95
Easy ROR
 

$59.95
Easy ROR
Pro

$299.95
Fundwatch
 

$59.95
EarlyRetire
Pro

$99.95
Wealth Planning
Suite

$399.95
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      All applications support Hamilton Software Windows 98, ME, NT, 2000, XP, Vista, 7, 8, 10                                                                      Share  

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