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Easy ROR™ |
Easy ROR
Pro™
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Fundwatch™ |
EarlyRetire
Pro™
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Investor's
Accountant™
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Wealth
Planning
Suite™
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Data Tracking |
$59.95 |
$299.95 |
$79.95 |
$99.95 |
$349.95 |
$399.95 |
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Dividends, Distributions, Splits, Mergers |
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Requires Only Balances, Deposits, Withdrawals |
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Stocks, ETFs, Mutual Funds, Indexes |
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Historical Price/Volume |
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Multiple Portfolios |
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Downloads Security Prices |
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Can Import All Required Data from File |
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Bonds |
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Options, Futures, Warrants |
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Commodities |
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Cash, Annuities and Other Assets |
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Shorts/Covers |
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Maintains Client Information |
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Status Reports |
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Current Holdings |
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Holdings by Lots |
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Net Worth |
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Gain/Loss - Portfolio |
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Asset Allocation |
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Tax Liability, Schedules B, D |
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Projected Income, Cash Flow |
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All Transactions |
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Customizable Report Headers |
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Investment Analysis |
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Securities Charting |
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Individual Securities Rate of Return |
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Portfolio Internal Rate of Return (IRR) |
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Portfolio
Time-Weighted Rate of Return (TWRR) |
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Adjusts Returns for Taxes/Fees |
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Graphs Portfolio Rate of Return |
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Supports AIMR/GIPS Calculation Methods |
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Composite Rate of Return for Multiple Portfolios |
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Modified IRR (MIRR) |
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Benchmarking for Portfolios |
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Benchmarking for Individual Securities |
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Risk/Reward Analysis |
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Advanced Securities Charting |
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Technical Analysis |
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Backtesting and Trading Systems |
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Portfolio Design / Asset Allocation Analysis |
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Buy/Sell Alerts |
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Security Screening, Comparison, Selection |
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Retirement Planning |
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Pre-Retirement Planning |
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Semi-Retirement Planning |
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Post-Retirement Planning |
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Handles Tax-Advantaged Savings |
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Post-Retirement Tax Calculation |
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Projections in Today's or Future Dollars |
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Automatic Penalty and RMD Navigation |
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Automatic Tax Optimization |
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Automatic 72(t) Planning |
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Income Tax Leveling |
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Social Security Optimization |
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Custom Financial Events |
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Asset Allocation Planning |
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72(t) Calculator |
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Mortgage Calculator |
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Interactive Graph |
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Interactive Report |
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Customizable
Extended Report Sections |
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Monte Carlo Simulation and Probability |
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Reality Retirement Planning |
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Flexible Borrowing Control |
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Imports Assets/Liabilities from File |
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Downloads Tax Tables and Market Data |
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Data Security |
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Easy ROR™ |
Easy ROR
Pro™ |
Fundwatch™ |
EarlyRetire
Pro™ |
Investor's
Accountant™ |
Wealth
Planning
Suite™ |
|
|
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