Personal Performance/Investment Personalization Categories

EnterpriseROR™ contains a library of analtyics covering the following categories...

Personal Performance / Personal Rate of Return...
Used for measuring and tracking the personal performance achieved in an investment position, account or entire portfolio.

Investment Breakdown...
Used for analyzing the makeup of an investment position, account or portfolio based on criteria such as asset allocation, investment weighting, etc.

Investment Price Performance...
Used for displaying historical price performance of one or more stock or mutual funds.

Historical Position Valuation & Balance Activity...
Used for displaying the historical valuation and balance activity of an account or portfolio, and of its underlying positions.

Tables, Lists and Discrete Investment Information...
Extensive set of discrete investment information elements accessible for placement within web pages.

Visual Representations of Published Fund, Stock Returns...
Used for displaying published average/total annual return data for stock(s) or mutual fund(s).