
PFROI provides complete portfolio management including computation of 
return on investment (IRR method). Users who register with the 
publisher will receive an enhanced version with additional features.   

PFROI Features

* easy data input format.

* computation of true return on investment (IRR method).

* numerous reports including capital gains, dividend & interest reports 
  useful for tax preparation and a detailed open lot report useful for 
  tax planning.  

* FIFO, average cost and specific tax lot methods.  Tax rates are 
  user-configurable (flexible for tax law changes).  

* valuation graphics (CGA, EGA, VGA & Hercules).  

* support of just about every security type (stocks, bonds, mutual 
  funds, cd's, depreciable assets, options, etc.) with many transaction 
  types including reinvestment.

* output to printer, text file or screen.

Here is what "CHANGING TIMES" magazine has to say about PFROI in their
5/89 article "BEST OF THE ALMOST-FREE SOFTWARE":

 "A SUPERB shareware portfolio manager, PFROI keeps track of 
 transactions in your investment portfolio and evaluates its 
 performance by computing your before- and after-tax annual rates of 
 return -- for entire portfolios or individual securities.  You can 
 track multiple portfolios -- say, one for your stocks, one for your 
 mutual funds or one for each brokerage account.  The program supports 
 every conceivable type of transaction, including phantom interest from 
 zero-coupon bonds, depreciation, short sales and stock splits.  An 
 added beauty is that it keeps track of the tax implications of each 
 trans- action.  If your losses exceed the maximum tax deduction in any 
 one year, the program will carry the loss over the next year.  Another 
 excellent feature is the option of separating multiple purchases of a 
 stock (or dividend reinvestments) into tax lots so you can keep track 
 of your tax basis by specifying which lot or lots you wish to sell." 
      
      





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