Product Release Notes
RELEASED - October 2015
PORTFOLIO ANALYZER Version 9.0
New in this release:
- Calculate Bond Duration for any bond or for any group of bonds within your portfolio. Duration is an important and
increasingly used measure of the sensitivity of a bond's price (current
principal) to a change in interest rates. Portfolio Analyzer calculates
both Macaulay Duration (time it will take the bond's cash flows to repay
the bond's price) and Modified Duration (percentage change in price for a
unit change in yield). It also calculates the average duration of
your bond portfolio, both allocation-weighted and unweighted. You can
select by portfolio or any other group of bonds, and calculate duration from any date using your
choice of parameters (desired yield, price, or price vs par) including
optional commissions. With interest rates about to rise, it's critical to know the durations
in your bond portfolio.
- A Links menu gives you quick access to major brokerages, and allows you to add links of
your own for quick access to news or personal accounts.
- Several corrections to errors in previous versions.
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