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Displaying TWR and ROI on the executive summary

General questions about using Fund Manager that do not fit into any other forum.

Postby paulk » Mon Jan 25, 2016 10:59 am

Hi Mark

Is there any way to display both the dollar weighted (IRR) return as well as the TWR on the Executive Summary report?
paulk
 
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Postby Mark » Mon Jan 25, 2016 11:19 am

Hi paulk,

Sorry, no. The "Portfolio Performance" section always uses ROI, and the "Index Performance" section always uses TWR. This isn't adjustable in the Executive Summary report. You can of course get this information in other reports, like the Custom report, but not in the Executive Summary report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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