Easy ROR Pro

> Frequently Asked Questions 


  
FEATURES 
> Report Options 
> Extended Report Options 
> Transaction Entry 
> Recurring Transactions 
> Risk/Reward Analysis 


  
GRAPHS 
> Rate of Return 
> Cash Flow Activity 
> Rolling Average ROR 


  
REPORTS 
> ROR Before/After Tax 
> ROR with Benchmarks 
> ROR Daily Valuation 
> Composite Cumulative 
> Rate of Return Extended 
> Multi-Year Rate of Return 
> Modified IRR (MIRR) 
> Volatility 
> Gain/Loss 


  
DOCUMENTS 
> User Manual 
> Section 508 VPAT 


Investor
Our Products
> Wealth Planning Suite™ 
> Easy ROR™ 
> Easy ROR Pro™ 
> EarlyRetire Pro™ 
> Fundwatch™ 
> Investor's Accountant™ 
> Product Comparison 

Extended Report using Quarterly-Linked Modified Dietz with Asset + Cash Flow Weighted Composite


08/31/2018 15:58:12       RATE of RETURN - Modified Dietz                  Page 1
                                    12/31/2014                         Annualized
Annual Compounding                                              Quarterly Linking

Inception                 Last                                              Since
   Date                    QTR       YTD      1 Yr      3 Yr      5 Yr  Inception

AAR Ann Anderson                              12/31/2014 Value       1,474,278.00
05/15/2009               41.28     10.57     10.57      5.90      1.54        N/A
                                                                                
ADA William Anderson                          12/31/2014 Value         624,445.00
12/31/1998               32.66     11.68     11.68     11.65      9.98       8.04
                                                                                
ALA Ann & William Anderson                    12/31/2014 Value         928,759.00
06/30/2005               44.26     11.37     11.37      9.41     -1.18       7.90
                                                                                
Composite Asset + Cash Flow Weighted          12/31/2014 Value       3,027,482.00
AAR ADA ALA              40.32     11.08     11.08      8.77      2.93        N/A
Dispersion                4.21       .47       .47      2.35      4.20        N/A
 


All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10, 11

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