Executive Summary Report

[elliots]

Mark,

Nice report.

It appears that the portfolio returns % being calculated is the IRR (which is good). It would be nice to be able to label it as such on the report in the report column labels screen. It would be even nicer to be able to select the return to show (e.g., TWR) and much much, nicer to show 2 returns (I'd vote for the IRR and TWR).

Elliot

[Mark]

Hi Elliot,

Yes, the "Portfolio Performance Summary" section is using the ROI yields. The thinking was that clients would prefer to know the time/money weighted returns on their dollars. Thanks for the feedback, it would be good to make all of this user-adjustable.

Also, if you press "Help / Help on Report..." you can see the definition of all the report sections.