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Easy ROR Pro
> Summary and Order Info
> Frequently Asked Questions

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

  
GRAPHS
> Total Return
> Activity
> Rolling Average ROR

  
REPORTS
> Rate of Return Before/After Tax
> Rate of Return w/Benchmarks
> Rate of Return Daily Valuation
> Composite Cumulative
> Rate of Return Extended
> Multi-Year Rate of Return
> Volatility
> Gain/Loss

  
MANUALS
> User Manual
> Section 508 VPAT
Investor
All Products
> Wealth Planning Suite™
> Investor's Accountant™
> Portfolio Analyzer™
> Easy ROR™
> Easy ROR Pro™
> EarlyRetire Pro™
> Fundwatch™
 
> Product Comparison

Easy ROR Pro

Deliver GIPS® Compliance1 with Portfolio Time-Weighted Rate Of Return

Accurately calculate Time-Weighted Rate of Return (TWRR) for any investment portfolio (or composite group of portfolios) using only entries of balances, deposits and withdrawals.  Easy ROR Pro uses GIPS methodology to provide accurate results meeting professional standards, and adds portfolio benchmarking, charting, and volatility/risk/reward analysis.  Give your RIA a competitive edge by offering a GIPS-compliant track record.

  • Internal (money-weighted) and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals.
    No need to track internal positions, trades, transfers, dividends, etc. saves you hours of time and reduces errors.
  • GIPS methodology as described in CFA Institute standards
    provides accurate, professional results and helps you become GIPS-compliant.
  • Portfolio Benchmarking
    provides both raw and "as-invested" comparison of your returns with indexes or your custom-made benchmarks, which Easy ROR Pro downloads.2  Graph portfolio activity and performance alongside market indexes or personally designed benchmarks.
  • Portfolio Risk/Reward Analysis
    provides essential insight into performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
  • Create reports in a variety of formats,
    before or after taxes and fees, with flexible reporting of periodic and annualized Rate of Return.
  • Track many portfolios and quickly calculate Composite ROR for any group
    using GIPS-approved methods, with asset weighting, asset-plus-cash-flow weighting, geometric linking, and dispersion.


Product Details

Enter only balances, deposits and withdrawals to accurately calculate rate of return
for single or composite portfolios over any time period. Returns can be reported both before or after tax, and gross or net of fees. No complex record-keeping, no constant updating; internal trades and positions don't need to be tracked. Reports can be produced between any two balance dates, or for monthly, quarterly or annual periods, showing both individual and cumulative period results.

Use GIPS Time-Weighted ROR calculation methods,
including Daily Valuation and geometrically-linked IRR or Modified Dietz, as well as calculation of composite performance and dispersion for portfolio groups using asset-weighted, asset-plus-cash-flow, or aggregate methods.

The global standard for performance reporting.
GIPS® is the recognized reporting standard administered by the CFA Institute. If you're a professional, offering GIPS-compliant performance gives you a significant competitive advantage; in fact, prospective clients will increasingly expect your practice to be GIPS-compliant in the coming decade. Easy ROR Pro provides necessary methods to meet the 2011 standards.
1

Compare performance to tailored benchmarks.
Easy ROR Pro provides both raw and "as-invested" comparison of investment returns with your choice of indexes, or your own tailored benchmarks blending any indexes or securities. Easy ROR Pro will automatically download and calculate benchmark rate of return over the applicable periods on reports.

Measure portfolio risk/reward
for your clients using revealing metrics like Beta, Volatility, R-Squared and Sharpe Ratio.

Flexible reporting features
allow you to show your clients exactly what they need to see, and portfolio rate of return can be plotted graphically alongside your benchmarks or alongside portfolio cash flow activity. 

 
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$299.95 USD
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$99.95 USD
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twrr calculator

"Both easy and easier to use than a competing piece of software we’ve recommended in the past, [CapTools] PFROI."



twrr calculator

"Unique, powerful, and elegant." Robert Foretich, President IIMC


  • Make Performance Measurement Easy
    • Only balance, deposit and withdrawal amounts need be entered
    • Amounts may be imported from user-defined comma-delimited text file
  • Calculate TWRR (Time-Weighted Rate of Return) as specified in GIPS
    • Gross and net of fees
    • Before and after tax
    • Helps you become GIPS-compliant
  • Use GIPS Calculation Methodology (formerly AIMR-PPS)
    • Daily Valuation
    • Modified Dietz
    • Internal (money-weighted)
    • Calculate Composite portfolio rate of return using asset-weighted, asset-plus-cash-flow-weighted, or aggregate method
    • Geometric linking of cumulative returns
    • May be cumulative from beginning date or cumulative to ending date
    • All methods account for external cash flows on the date of occurrence, not mid-point of period
  • Portfolio Benchmarking
    • Comparison with single or composite portfolios
    • Provides for percentage construction of blended benchmarks
    • Provides comparison of benchmark performance as if portfolio assets had been invested in the benchmark
  • Portfolio Risk/Reward Measurement and Volatility
    • Beta
    • Sharpe Ratio
    • R Squared
    • Equal-weighted mean portfolio performance with standard deviation
  • Graph portfolio cash flow and performance alongside selected benchmarks
  • Composite Performance (group of portfolios)
    • Allows portfolio composites to be formed by portfolio type
    • Portfolio groups may be named and saved for easy selection
    • Calculates composite Dispersion
gips-compliant Portfolio Performance Calculator FAQ

 

Download Now and Try Free
Install Easy ROR Pro now and try it for 10 days with no obligation. Explore all its features using your own data. You can permanently activate it at any time without reinstalling.
  Purchase and Install Now
Instantly complete your Easy ROR Pro purchase and installation online.

Hamilton Software

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1 This software uses methods described by GIPS® for rate of return calculations.  Full GIPS® compliance involves many components of which calculation methodology is only one.  The user bears full responsibility for the use and interpretation of this program and its output in accordance with GIPS® guidelines.  Software programs cannot claim GIPS® "compliance"; the term applies only to firms with assets under management.  This software claims only to follow some of the guidelines contained within the standard relating to calculation methodology.

2 Historical data is downloaded from Yahoo!® and Russell® and the St. Louis Federal Reserve upon user action. Downloadable data is limited to data made freely available by those websites.


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

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