Product Release Notes

RELEASED - April 2012

PORTFOLIO ANALYZER™ Version 7.0

New in this release:

  1. The Capital Gains Tax report now allows basis selection using the new IRS identification code and produces the new IRS Form 8949.

  2. 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.

  3. Portfolio Rate of Return can now be graphed.

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