Get the Professional Edge.
Easily organize thousands of records
for a diverse range of investment activity for many separate portfolios, and
precisely calculate portfolio performance and total return for securities. Versatile reporting enables a variety of detailed reports providing investment results,
rate of return, asset
allocation, gain/loss, net worth, tax liability, audit trails, graphs, and more.
Get full integration
Analyzer with our portfolio performance measurement,
ROR Pro, and add stock charting, securities analysis, bond analysis,
multi-currency capability, and expanded reporting.
Manage mixed-currency portfolios
containing stocks, bonds, cash, mutual funds, options, warrants, zeros,
treasuries, futures, real estate, hard assets, and anything else you define
yourself. Security prices listed on international exchanges can be downloaded in native currencies, and price/dividend data is
automatically applied to all affected portfolios.
Calculate Time-Weighted Rate of Return for any security, portfolio, or
portfolio composite (group) using GIPS® methodology.1
GIPS is the global standard for performance accuracy administered by the CFA
Institute (formerly AIMR-PPS). Accurate rate of return can be calculated between any two dates, and incorporates all proceeds such
as interest, dividends, distributions, and writing or exercising options.
Benchmark portfolio performance
using asset-weighted comparison of investment returns with your choice of indexes, and create your
own blended benchmarks using any index or security.
Analyze risk/reward for securities or portfolios using such measures as Beta, Volatility,
R2 and Sharpe Ratio.
Chart and analyze securities
using high-low-close-volume data (which Investor's Accountant downloads free) with common tools like
moving averages, candlesticks, etc.
Perform comprehensive bond analysis
by calculating imputed interest, premium
amortization, duration, and yield-to-maturity both before and after associated taxes. Track
options trading and writing puts and calls. Automatic
alerts can be set to signal a number of immediate or upcoming events such as
short/long-term transitions, price triggers, ex-dividend dates, etc.
Calculate flexible cost basis
using FIFO, LIFO, high cost, low cost, specified shares, or average cost.
Tax calculations use individual tax rates for each portfolio owner (both
federal and state) and IRS rules for the applicable year(s), automatically adjusting cost basis for stock splits, mergers, return of capital, etc.
Entering data is fast and easy,
with downloaded price-volume info and T-Bill rates. Flexible financial reports allow selection by portfolio, portfolio
group, security or investment type, with your professional name or organization
in report headings. Detailed securities and transaction listings
provide support for audits, and all records can be
written to ASCII files for exporting to other programs.
Download Now and Try Free
Install Investor's Accountant now and try it for 10
days with no obligation. Explore all its features using your own data. You can permanently
activate it at any time without reinstalling.
Purchase and Install Now
Instantly complete your Investor's Accountant purchase and installation online.