Product Release Notes

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.

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