S&P performance on the Executive summary

[prasannainv]

Mark - On the youtube tutorial for Executive Summary report, I see that we can show S&P performance for comparison. How do I get that enabled?

[Mark]

Hi prasannainv,

You would need to create an investment, and track the index you want to include. It is common to create a separate sub-portfolio (outside the hierarchy of your owned subs), and track indices. For example, the symbol for the S&P 500 on Yahoo is ^GSPC. For some more tips on setting up and creating indices, see:

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

and

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