Upcoming Enhancements...
Toolbars
Improved Ledger, Book & Portfolio Interface
Faster, Easier Column Selection
Custom Column Transparency
Portfolio Pivot Tables
I/O Goes GUI
Expanded, Intuitive Reporting
Return Analysis Reporting
New Securities
Data & Service Enhancements
Other Enhancements
Return Analysis Reporting
The new
Rate of Return Report
will allow you to compare your portfolio’s return to other benchmarks and portfolios. The report will present a variety of key statistics such as
Volatility
,
Sharpe Ratio
,
High NAV
,
Low NAV
and
Maximum Drawdown
.
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