• 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 raw 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 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.

Calculate accurate rate of return for single or composite portfolios over any time period.  Returns can be reported both before or after tax, and gross or net of fees.  No complex record-keeping, no constant updating; internal trades and positions don't need to be tracked.  Reports can be produced between any two balance dates, or for monthly, quarterly or annual periods, showing both individual and cumulative period results.

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 necessary methods to meet the 2011 standards.¹

Compare performance to tailored benchmarks.
Easy ROR Pro provides both raw and "as-invested" comparison of investment returns with your choice of indexes, or your own tailored benchmarks blending any indexes or securities.  Easy ROR Pro will automatically download and calculate benchmark rate of return over the applicable periods on reports.

Measure portfolio risk/reward
for your clients using revealing metrics like Beta, Volatility, R-Squared and Sharpe Ratio.

Flexible reporting features
allow you to show your clients exactly what they need to see, along with graphs of portfolio performance alongside benchmarks or alongside balance and cash flow.