Reports/ Time Weighted Return

[reddragon]

Can you insert a comparison of the Standard & Poors 500 index against your returns?

[Mark]

Hi reddragon,

Yes, you have to set up an investment for whatever benchmark you want, and then include it in a report/graph. For more, see:

https://www.fundmanagersoftware.com/faq ... arison.php

[reddragon]

Thanks, Also in the time weighted return report why would I have a negative return in a money market?

[Mark]

Hi reddragon,

The most common reason would be a negative distribution, like maybe an account fee.

If that is not the reason, check that all your closing prices and all transaction prices are at a price of 1.

[reddragon]

How can I set the fields for Annualized returns to 10 years from 8 years?

[Mark]

See Options / General Preferences / Yields.