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Investor's
Accountant |
Portfolio
Analyzer |
Easy ROR
Pro |
Easy ROR
|
Fundwatch
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EarlyRetire
Pro |
EarlyRetire
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$349.95
|
$59.95 |
$299.95 |
$59.95 |
$59.95 |
$99.95 |
$59.95 |
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Data Tracking |
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All Owned Securities, Assets |
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All Trades/Transactions |
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Dividends, Distributions, Splits, Mergers |
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Requires Only Balances, Deposits, Withdrawals |
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Stocks, ETFs, Mutual Funds, Indexes |
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Bonds |
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Options, Futures, Warrants |
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Commodities |
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Cash, Annuities and Other Assets |
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Shorts/Covers |
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Exchange Rates |
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Historical Price/Volume |
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Multiple Portfolios |
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Downloads Security Prices |
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Can Import All Required Data from File |
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Maintains Client Information |
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Status Reports |
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Current Holdings |
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Holdings by Lots |
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Currency Conversions |
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Gain/Loss - Individual Securities |
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Gain/Loss - Portfolio |
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Tax Liability, Schedules B, D |
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Asset Allocation |
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Projected Income, Cash Flow |
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All Transactions |
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Customizable Report Headers |
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Investment Analysis |
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Bond Imputed Interest |
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Event Alerts |
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Basic Securities Charting |
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Individual Securities Rate of Return |
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Portfolio Internal Rate of Return (IRR) |
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Portfolio
Time-Weighted Rate of Return |
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Adjusts Returns for Taxes/Fees |
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Graphs Portfolio Rate of Return |
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Supports AIMR/GIPS Calculation Methods |
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Composite Rate of Return for Multiple Portfolios |
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Benchmarking for Portfolios |
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Benchmarking for Individual Securities |
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Risk/Reward Analysis |
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Advanced Securities Charting |
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Technical Analysis |
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Buy/Sell Alerts |
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Security Screening, Comparison, Selection |
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Retirement Planning |
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Pre-Retirement Planning |
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Semi-Retirement Planning |
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Post-Retirement Planning |
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Handles Tax-Advantaged Savings |
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Post-Retirement Tax Calculation |
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Projections in Today's or Future Dollars |
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Automatic Penalty and RMD Navigation |
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Automatic Tax Optimization |
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Automatic 72(t) Planning |
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Income Tax Leveling |
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Social Security Optimization |
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Custom Financial Events |
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Asset Allocation Planning |
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72(t) Calculator |
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Interactive Graph |
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Interactive Report |
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Customizable
Extended Report Sections |
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Monte Carlo Simulation and Probability |
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Reality Retirement Planning |
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Extended Tax Controls |
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Flexible Borrowing Control |
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Imports Assets/Liabilities from File |
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Downloads Tax Tables and Market Data |
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File Password Protection |
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Investor's
Accountant |
Portfolio
Analyzer |
Easy ROR
Pro |
Easy ROR
|
Fundwatch
|
EarlyRetire
Pro |
EarlyRetire
|
|
|
$349.95
|
$59.95 |
$299.95 |
$59.95 |
$59.95 |
$99.95 |
$59.95 |
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