Portfolio Professional - U.R.M. Powered Software by Sironix


Screen Shot - Gains graph for a calendar year
This screen summarizes gains for an individual portfolio for any calendar year. Each investment held during the year is represented with a bar in the graph. You can quickly see where money was gained or lost. The rates option allows you to switch to a comparison of rates rather than dollar gains.

The Tabular option for this function allows you to see the same data in a table, with each line of the table representing a security. Each line includes the dollar gain and rate of return for the year enabling you to easily compare your investments in terms of their performance for the year.


Screen Shot

(the above screen is just a picture - it is not operable)

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