Product Release Notes

RELEASED - February 2015

EASY ROR™ 10.0

New in this release:

  1. A new Rolling Period Average report shows your average rate of return for a specified rolling period over your portfolio's history.  For instance, if you have 20 years of investment history, you can see your average 10-year rate of return by averaging the return for every 10-year period in your history.  Many investment strategies are designed for specific time horizons, and this report provides a good way to gauge a strategy's effectiveness for an intended period. The report also uses a least-squares projection to estimate how the portfolio's rate of return is trending.

  2. A new Rolling Period Average ROR Graph plots the average returns described above and draws a least-squares trendline to show your strategy's consistency and trend.

  3. Data integration with Fundwatch and EarlyRetire Pro lets you quickly import portfolio balances from our investment analysis or retirement planning software.

  4. A cumulative investment plot added to the Balance/Deposit Graph shows total portfolio investment in stair-step format.

  5. You can set a data path to access your data in a different folder on your computer or on a different computer in a network.

  6. The program now leaves reports and graphs displayed so you can compare them side by side.

  7. Prettier displays and graphs. A new Options Menu lets you control graph colors.

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