tools for building personal wealth

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Portfolio Management

INVESTOR'S ACCOUNTANT®
Invest globally with a comprehensive portfolio management, securities tracking, and investment analysis system. Readers Choice Award 2007.

PORTFOLIO ANALYZER™
Track the status and performance of your entire investment portfolio and get complete year-end reports.
 
Portfolio Rate of Return Calculation

EASY ROR™
Accurately calculate and track your portfolio rate of return in a few easy steps.

EASY ROR PRO™
Measure total portfolio performance, with index comparisons, charting, volatility, risk/reward analysis, and AIMR-compliant methods.
 
Retirement Planning

NEST EGG™
Optimize a lifetime wealth-building and utilization strategy that achieves your retirement dreams.

NEST EGG PRO™
Expand your retirement possibilities with Reality Retirement Planning, Monte Carlo simulation, and more.
 
Technical Analysis

FUNDWATCH™
Analyze and compare stocks, mutual funds, ETFs, etc, and determine good times to buy and sell.
 

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