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Sub-Totals For Custom Equation

Questions on using, creating, or understanding data in Fund Manager reports.

Postby AssetHound » Sat Sep 03, 2016 9:58 am

(Projected_annualincome / (End_NAV * End_shares)) * 100

I don't get any sub-total or report footer numbers for the above custom equation. I'm not sure why. Suggestions? Thanks.
AssetHound
 
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Postby Mark » Sat Sep 03, 2016 10:14 am

Hi AssetHound,

Equations with share quantities or prices will not sub-total for sub-portfolios.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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