Both programs calculate Internal Rate of Return for portfolios or portfolio groups.
Easy ROR Pro adds GIPS®
Time-Weighted calculation methods (necessary for GIPS-compliance).
Time-Weighted methods neutralize the effects of cash flows, thus measuring the
performance of the money manager rather than the investor. Easy ROR Pro
also adds Benchmarking with indexes (or custom blended indexes) which Easy ROR Pro automatically downloads. Easy ROR
Pro also calculates Volatility, Beta, Sharpe Ratio, and other measures of Risk/Reward, and adds other features for professional use, like customized report headers, client information,
data security, etc. Easy ROR and Easy ROR
Pro require identical data input.
Q What is GIPS? Is Easy ROR Pro GIPS-compliant?
GIPS®
(Global Investment Performance Standards) is the global standard for
performance reporting administered by the CFA Institute. If you're a professional, offering GIPS compliance
is becoming increasingly important and will gain you a significant competitive advantage; in fact,
prospective clients will likely expect you to be GIPS-compliant
in the near future. Calculations using GIPS methodology
(provided by Easy ROR Pro) are required for such compliance. Software programs such as Easy ROR Pro cannot claim
"GIPS compliance", only firms with assets under management can. Easy ROR Pro can only help you claim GIPS compliance if you use it
correctly in accordance with GIPS (links to GIPS guidelines are provided in the
program). Full GIPS compliance involves many requirements of which calculation methodology is only one. See our
Resources page for links
to learn more about GIPS.
Q What makes Easy ROR Pro better than other performance calculators?
Easy ROR Pro provides all Time-Weighted calculation methods required by GIPS (not just one) and many others which are recommended by GIPS. It uses daily-weighted methods, not outdated mid-point methods, and meets the
2011 standards. Easy ROR Pro only requires
portfolio balances, deposits and withdrawals to make these vital calculations; it does not require any information regarding
internal portfolio activity such as positions, trades, dividends, etc.
Q What is the cost for Easy ROR Pro?
There is only a one-time fee to purchase a software license. Minor updates can be downloaded from our website for free until the next version is
released. After that, you can optionally upgrade to the latest version for an upgrade fee at your discretion at any time in the future. We release new versions
approximately once a year. Your license includes free email and telephone technical support (see our
terms). You must purchase a separate license for each installation if you will have multiple users.
Q Is there a discount for multiple licenses?
Yes. You get 20% off each additional copy purchased within the same order.
Q Can Easy ROR Pro be networked on a server?
You can direct multiple instances of Easy ROR Pro to use a single data store which can reside on a
network, but only one instance can
access the same data file at a time (multiple users can access different data
files simultaneously). You will need to purchase a separate license for each Easy ROR Pro installation.
Q Can Easy ROR Pro import my data?
Easy ROR Pro can import data from a comma-delimited text file. If you can export
the data required by Easy ROR Pro to a text file, you can easily tell Easy ROR Pro how to read it.
Q How does the free trial work?
Simply download and install Easy ROR Pro today. It will be fully functional for 10 days, during which you can explore
it completely using your own data. After 10 days, the program will become inactive, but it and all of your data will remain installed on your machine
(unless you uninstall it). If you wish to continue using it, you place a purchase order on our website and we will send you an activation code which will
permanently re-activate the
program installed on your machine (or the latest version if you re-download it) and allow you to continue using your data. You have nothing to lose!
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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