RELEASED - February 2010

PORTFOLIO ANALYZER™ Version 5.0

New in this release:

  1. Your bond prices can be imported from a Schwab® account.  If you own bonds in a Schwab account, Portfolio Analyzer can import prices from your "Positions" file downloaded from the Schwab® website.
  2. A new Multi-Year Rate of Return Report shows your portfolio's annual performance for each year over a requested time span.
  3. Numerous minor improvements and corrections have been added in the years since our last release.


















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