Wealth Planning Suite™ EarlyRetire Pro™ Easy ROR Pro™ Easy ROR™ Fundwatch™ Investor's Accountant™
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Investor's Accountant


   REPORTS
> Portfolio Status 
> Tax Liability Report 
> Capital Gains Form 8949 
> Calendar Projected Income 
> Unrealized Capital Gains 
> Cap Gains By Transaction 
> Dividends 
> Security Return B/A Tax 
> Portfolio ROR B/A Tax 
> ROR with Benchmarks 
> Time-Weighted ROR 
> Portfolio Volatility 
> Modified IRR (MIRR) 
> Bond Imputed Interest 
> Transactions 


    GRAPHS
> Stocks/Securities 
> Portfolio Performance 
> Portfolio Activity 


    MANUALS
> User Manual 
> Section 508 VPAT 



Portfolio Balance and Cash Flow Activity




 


All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10, 11

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