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mobile change

General questions about using Fund Manager that do not fit into any other forum.

Postby alpappy » Sat Oct 10, 2015 11:51 am

HI I am looking at the % change on the mobile app This does not reflect the daily change nor the the change from purchase price Is this correct?
Thanks
Alan
alpappy
 
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Postby Mark » Sat Oct 10, 2015 4:44 pm

Hi Alan,

For sub-portfolios the % change number is the change in market value (from the prior day to the current day) divided by the current market value.

For investments it is the change in price (from the prior day to the current day) divided by the current price.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby alpappy » Sat Oct 10, 2015 5:08 pm

HI Thanks Is it possible to just see change for last day as per bloomberg ( for US sharres)or SMI for swiss shares ? Or even change since last sync
? addd extra option
thanks
alan
alpappy
 
Posts: 366
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Sun Oct 11, 2015 7:39 am

Hi alan,

Yes, for sub-portfolios the change in market value is listed, right before the % change. For investments the change in share price is listed right before the % change. Both of these are change from the prior day (not since last upload).
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11586
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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