Portfolio performance without distribution?

[larryw]

Is it possible to create a report of a portfolio performance without any distribution, interest, or re-invested earnings? Basically, it would compare the performance based strictly on markets or a date range.

[Mark]

Hi larryw,

If you don't want to include any distributions, you could create a Custom report with fields like:

Value (beginning)
Value (ending)
Change in value (between)

All of the yield numbers (both ROI and TWR) will always factor in distributions.