value change is always zero

[alpappy]

Hi I live in new Zealand The value change column always shows zero on my foreign shares I assume this has to do with the time change How can I change the settings so in the morning nz time I can see what happened the day( night before)
thanks
alan

[Mark]

Hi alan,

Are you looking in the Portfolio Editor? If so, that is always relative to your current computer's date. Instead, create a Custom report with this field (Change in value from previous), and set the ending report date to yesterday.

[alpappy]

thanks will do Is there no way in porfolio editor that this can be done?

[Mark]

Hi alan,

If you don't have a price for the current computer's date, that value change will always be 0. It sounds like given your time zone, and when you're viewing your data, this won't work. You can memorize a Custom report, and save it as part of your portfolio, so it comes up automatically.

[alpappy]

thanks how do I save the report as part of the potfolio?
getting there!!!!
else I have to say really enjoy using your software....my accountant likes it too

[Mark]

Hi alan,

Just create the report you want, and then do a "File / Save Portfolio". When you come back into FM that report will come back up, just as it was when you last saved your portfolio. If you don't want this, you can also "memorize" that particular report, so you can easily re-create it whenever you want. For this, create the report, and then use "Edit / Memorize...".