Product Release Notes
RELEASED - April 2012
PORTFOLIO ANALYZER Version 7.0
New in this release:
- The Capital Gains Tax report now allows basis selection using the new IRS identification code and produces the new IRS Form 8949.
- A new Qualified Dividends Report has been added to make it easier to reconcile 1099-Divs. The new tax report
lists by security the qualified, non-qualified, and total dividends.
- Portfolio Rate of Return can now be graphed.