RELEASED - September 2013

PORTFOLIO ANALYZER™ Version 8.0

New in this release:

1. Portfolio Status Reports can now be produced for past historical dates with actual valuations from the exact date.*
   
   
2. Portfolio Rate of Return Reports can now be produced for any period in history, as portfolio balance records can be generated with actual valuations for any past date.*
   
   

*The ability to automatically obtain historical status is limited to securities available on Yahoo!® and does not include bonds or CD's; however, generation of these reports allows prices for these and other instruments to be entered manually before the report is displayed.