GIPS-compliance solutions often cost thousands of dollars and do far more than you need.  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 can automatically download benchmark data 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.

Evaluate the performance of your Asset Allocation.
You can separately track the performance of asset categories within a portfolio to see how each component contributes to total performance.

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. 

2  A Yahoo!® Gold account is required to download data used for Benchmarks. You must separately subscribe to Yahoo!® Gold service to obtain a username and password. Benchmark data is downloaded from Yahoo!® and the St. Louis Federal Reserve and is limited to data made available by those websites.  Benchmark data can also be imported from CSV files without using a Yahoo!® account.