
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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