Take Your Firm to the Next Level



 
Easy ROR Pro

Deliver GIPS® Compliance with Portfolio
Time-Weighted Rate Of Return


Give your practice a competitive edge by offering GIPS-compliance and professional performance reports.   Accurately calculate Time-Weighted Rate of Return (TWRR) for any investment portfolio (or composite group of portfolios) using simple external cash flows.  Easy ROR Pro uses GIPS methodology to provide accurate results meeting professional standards, and adds benchmarking, charting, and risk/reward analysis.

Time Weighted Rate of Return

 


Easy ROR Pro

> Frequently Asked Questions 


  
FEATURES 
> Report Options 
> Extended Report Options 
> Transaction Entry 
> Recurring Transactions 
> Risk/Reward Analysis 


  
GRAPHS 
> Rate of Return 
> Cash Flow Activity 
> Rolling Average ROR 


  
REPORTS 
> ROR Before/After Tax 
> ROR with Benchmarks 
> ROR Daily Valuation 
> Composite Cumulative 
> Rate of Return Extended 
> Multi-Year Rate of Return 
> Modified IRR (MIRR) 
> Volatility 
> Gain/Loss 


  
DOCUMENTS 
> User Manual 
> Section 508 VPAT 


Investor
Our Products
> Wealth Planning Suite™ 
> Easy ROR™ 
> Easy ROR Pro™ 
> EarlyRetire Pro™ 
> Fundwatch™ 
> Product Comparison 

GIPS Performance Now
  • Internal (money-weighted) and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals.
    No need to track internal positions, trades, transfers, dividends, etc... saves you hours of time and reduces errors.
  • GIPS methodology as described in CFA Institute standards
    provides accurate, professional results and helps you become GIPS-compliant.
  • Portfolio Benchmarking
    provides both direct and "as-invested" comparison of your returns with indexes or your custom-made benchmarks, downloaded automatically.2 
  • Graph portfolio cash flow and performance
    alongside market indexes or personally designed benchmarks.
  • Portfolio Risk/Reward Analysis
    provides essential insight into performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
  • Create a large variety of flexible reports,
    before or after taxes or fees, with periodic and annualized Rate of Return.
  • Track many portfolios and calculate Composite ROR
    using GIPS-approved methods, with asset weighting, asset-plus-cash-flow weighting, geometric linking, and dispersion.



The Affordable Way to Take Your Firm to the Next Level

GIPS-compliance solutions often cost thousands of dollars, do far more than you need, and require a staff to maintain.  Easy ROR Pro is the simple solution.  Only external cash flows (balances, deposits and withdrawals) for your clients are needed to generate accurate, detailed, GIPS-compliant reports.1  Provide returns before and after tax and gross or net of fees, with monthly, quarterly, yearly, or cascading periods, cumulative period results, and many other options.

Use GIPS Time-Weighted ROR calculation methods,
including Daily Valuation and geometrically-linked IRR or Modified Dietz, as well as calculation of composite performance and dispersion for portfolio groups using asset-weighted, asset-plus-cash-flow, or aggregate methods.

The global standard for performance reporting.
GIPS® is the recognized reporting standard administered by the CFA Institute.  If you're a professional, offering GIPS-compliant performance gives you a significant competitive advantage.  In fact, prospective clients will increasingly expect your practice to be GIPS-compliant in the coming years.  Easy ROR Pro provides the necessary methods to meet the latest standards.1

Compare performance to tailored benchmarks.
Easy ROR Pro provides comparison of investment returns with your choice of indexes, or your own tailored benchmarks blending any indexes or securities.  Benchmark comparisons can be either direct or "as-invested" (as if cash flows were made to the benchmark as they were made to the portfolio).  Easy ROR Pro automatically downloads and calculates benchmark rate of return over the applicable periods.2

Measure portfolio Risk/Reward and Gain/Loss.
Provide your clients revealing metrics like Beta, Volatility, R-Squared and Sharpe Ratio, and show them their periodic and cumulative gain/loss.

Additional Rate of Return methods...
Easy ROR Pro also calculates MIRR (Modified IRR) for capital investment projects, and Least Squares ROR and Rolling Period Average ROR for long-term planning.

Import data from text files.
Manual data entry is fast and easy because so little data is needed, but for numerous portfolios or historical records you can also upload data from text file(s) using your own user-defined file descriptions. 

 
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Try Easy ROR Pro FREE for 10 days!
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$299.95 USD
Permanent License
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$99.95 USD
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twrr calculator

Both easy and easier to use than a competing piece of software we’ve recommended in the past."


twrr calculator

Unique, powerful, and elegant."
R. Foretich, President




  • Make Performance Measurement Easy
    • Only balance, deposit and withdrawal amounts are required
    • Amounts may be imported from user-defined comma-delimited text files
  • Use Multiple Rate of Return Methods
    • IRR (Internal ROR)
    • TWRR (Time-Weighted ROR)
    • MIRR (Modified IRR) with separate finance and reinvestment rates
    • Least Squares ROR
    • Rolling period average ROR
  • Calculate TWRR (Time-Weighted Rate of Return) as Specified in GIPS
    • Gross and net of fees
    • Before and after tax
    • Helps you become GIPS-compliant
  • Use GIPS Calculation Methodology (formerly AIMR-PPS)
    • Daily Valuation
    • Modified Dietz
    • Internal (money-weighted)
    • Calculate Composite portfolio rate of return using Asset-Weighted, Asset-plus-Cash-Flow-Weighted, or Aggregate methods
    • Geometric linking of cumulative returns
    • Show cumulative from beginning date or cumulative to ending date
    • All methods account for external cash flows on the date of occurrence (not outdated period-midpoint)
  • Portfolio Benchmarking
    • Comparison with single or composite portfolios
    • Provides for percentage construction of blended benchmarks
    • Provides comparison of benchmark performance as if portfolio assets had been invested in the benchmark
  • Portfolio Risk/Reward Measurement and Volatility
    • Beta
    • Sharpe Ratio
    • R Squared
    • Equal-weighted mean portfolio performance with standard deviation
  • Composite Performance (group of portfolios)
    • Allows portfolio composites to be formed by portfolio type
    • Portfolio groups may be named and saved for easy selection
    • Calculates composite Dispersion
  • Graphs
    • Portfolio cash flow
    • ROR performance alongside selected benchmarks
    • Portfolio Gain/Loss


gips-compliant Portfolio Performance Calculator FAQ                       

 

Download Now and Try Free
Install Easy ROR Pro 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.
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1 This software uses methods described by GIPS® for rate of return calculations.  Full GIPS® compliance involves many requirements of which calculation methodology is only one.  The user bears full responsibility for the use and interpretation of this program and its output in accordance with GIPS® guidelines.  Software programs cannot claim GIPS® "compliance"; the term applies only to firms with assets under management.  This software claims only to follow some of the guidelines contained within the standard relating to calculation methodology.

2 Historical data is downloaded from Yahoo!® and the St. Louis Federal Reserve upon user action. Downloadable data is limited to data made freely available by those websites.

 


All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10

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