The Investor's Report Card rates your money manager against the market.
It is our Mission to provide you, the Individual Investor, with the most accurate and most “User-Friendly” Tool to be able to quickly and easily determine your Overall Investment Performance for “Any Desired Time Period” in terms of “Overall Return on Investment” (ROI). This ROI Result is then compared with the performance of the Index (or “Benchmark”) of your choice (Dow, S+P, Nasdaq, or Other Index) for the same period. This comparative information is Critical to allow you, the Individual Investor, to evaluate the Performance of your Money Manager, Stock Broker, or Any Investment vs. the Overall Stock Market or Index or “Benchmark” of your choice. The “INVESTORS REPORT CARD” will rate your Money Manager!
Our Software will calculate an “Annualized ROI” for any Time Period, from 1-day to many years! All Long-Term ROI Calculations are “Compounded Annually”, which is extremely powerful and intuitive. Our Software can factor in any number of deposits and/or withdrawals into the “ROI” Calculation with absolute precision. We also use “Time-Weighting” and “Value-Weighting” into the Overall “ROI” Calculation, which is generally not available to Individual Investors by Brokerage Institutions. You absolutely must have this Information to truly understand how your Investments are performing vs. The Market. We can do this for you. We make it easy!
Armed with this Powerful Performance Data you can make intelligent decisions about “Managing your Money” and “Getting Your Money’s Worth”! Nobody cares more about your Money than you do! Information equals Power!