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Easy ROR Pro™
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Deliver GIPS® Compliance1
with Time-Weighted Portfolio Performance Measurement
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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 professional
portfolio benchmarking, charting, breakdown by asset allocation, and volatility/risk/reward analysis.
- Internal and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals, before or after
taxes and fees. No need to track internal trades, transfers, dividends, splits, etc. saves you hours of time and reduces errors.
- Portfolio Rate of Return Calculator uses GIPS® methodology that meets CFA Institute (AIMR) standards for accurate, professional results.
Helps you become GIPS-compliant.
- Portfolio Benchmarking provides "as-invested" comparison of your returns with indexes or custom-made benchmarks which
Easy ROR Pro downloads free!2 Graph portfolio activity and performance alongside
market indexes or personally designed benchmarks.
- Portfolio Risk/Reward Analysis provides essential insight into
investor performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
- Create professional reports in a variety of formats with flexible reporting of periodic and annualized Rate of Return.
- Retain records for multiple portfolios and calculate composite Rate
of Return for portfolio groups using several GIPS®-approved methods, with
asset weighting, asset + cash flow weighting, geometric linking, and dispersion.
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