RELEASED - June 2025

Easy ROR™ 14.0

New in this release:

1. A new Volatility Report shows portfolio ROR, Standard Deviation, Volatility, and Sharpe Ratio for selected portfolios or composites, as well as average ROR and standard deviation of ROR for any group of selected portfolios. Measure your risk/reward ratio and compare portfolios on this valuable performance metric.
   
   
2. A new Cash Flow Report shows your individual cash flows and lets you selectively include or exclude them from net cash flows. This is useful for determining the actual inflow or outflow to/from your portfolio (e.g. to calculate net withdrawals used to pay living expenses, or net receipts from external sources).
   
   
3. Calendar Year selection for reports makes it easier to produce a report for a single calendar year. Simply check the By Calendar Year checkbox and select the year from the dropdown.