Product Release Notes

RELEASED - February 2017

EASY ROR™ 11.0

New in this release:

  1. A new Portfolio Gain/Loss Graph lets you plot the net gain or loss due to investment for one or more portfolios or their composites (see below). You can plot gain/loss on a periodic basis for a selectable period (monthly, quarterly, annually, etc).

  2. Cumulative Gain/Loss is now selectable for portfolio gain/loss reports or graphs to show cumulative growth over multiple periods (either net or gross of taxes or fees).

  3. Composite Gain/Loss is now selectable for inclusion on portfolio gain/loss reports or graphs, allowing you to combine investment gain/loss for multiple portfolios.

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