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Easy ROR Pro

> Frequently Asked Questions 


  
SCREENS 
> 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 
> Volatility 
> Gain/Loss 


  
MANUALS 
> User Manual 
> Section 508 VPAT 


Investor
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> Easy ROR™ 
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> Product Comparison 

Portfolio Gain/Loss Report


08/23/2008 10:32:45       Portfolio Gain/Loss Report                      Page 1
                         12/31/2003 through 12/31/2004                          
Quarterly                                                                       

                                    Balance       Deposit(+)           Portfolio
  Date            Balance            Change     Withdrawal(-)          Gain/Loss

ALA Ann & William Anderson             Balanced                                 
12/31/03       830,232.00                                                       
02/15/04                                             5,000.00                     
03/25/04                                             6,000.00                     
                                                   ----------                   
03/31/04       879,298.00         49,066.00         11,000.00          38,066.00
                                                                                
03/31/04       879,298.00                                                       
04/17/04                                             1,000.00                     
05/15/04                                            -3,200.00                     
                                                   ----------                   
06/30/04       868,378.00        -10,920.00         -2,200.00          -8,720.00
                                                                                
06/30/04       868,378.00                                                       
08/15/04                                            -5,266.00                   
                                                   ----------                   
09/30/04       846,867.00        -21,511.00         -5,266.00         -16,245.00
                                                                                
09/30/04       846,867.00                                                       
12/31/04       928,759.00         81,892.00                            81,892.00

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

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