Performance Report

[LungDoc]

I'm using Professional 2018 Beta 3 version. In the performance report, the "with-distrib" column is now in red, with a minus sign, but the gain is still correctly calculated per the formula: (Gain = End Value + Distrib. - Invested - Beg Value) with the distribution treated as an absolute value rather than a negative arithmetic value. In the prior version, the with-distribution value was a positive number.

[Mark]

Hi LungDoc,

This is a new feature/option. Look under "Options / Report Preferences... / Portfolio Performance" for the option:

Display Removed Money as Negative Value:
Any field that removes money from the portfolio will be shown as a negative amount. This includes the Withdrawals, With-Dist., and Distrib. fields.

If you prefer the old way, just turn that option off.

[Robert A]

Mark, I'm not able to find where to change the perf. report's gain and yield percentages to more than 1 decimal place. I see where I can change share price and share count to more than 1 decimal place.

Using FM Personal 2018 latest.

[Mark]

Hi Robert A,

See "Options / General Preferences... / Display / Percent Digits".

[Robert A]

BINGO!