RELEASED - May 2024

Easy ROR Pro™ 18.0

New in this release:

1. Please read this important message about changes to Easy ROR Pro and Yahoo!® services.


2. Automatic Asset Allocation can be applied to any portfolio(s) for tracking and performance measurement. By designating a portfolio as Asset Allocation, you can specify the separate equity/fixed-income/cash-equivalent components of your portfolio when entering balances and transactions, and see the performance of those components separately on reports. This feature provides more insight into why a portfolio may be underperforming, letting you evaluate each portfolio component against applicable benchmarks and volatility criteria.
   
   
3. 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).
   
   
4. Volatility Reports can now be produced without an index selection (or download), showing portfolio Volatility and Sharpe Ratio (metrics that do not require an index).
   
   
5. 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.
   
   
6. Several problems related to selection by Account Number have been corrected.
   
   
7. Least Squares ROR can now be included on Benchmark Rate of Return reports.