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Seeing daily change in indices and investments

Questions about updating prices or transactions in Fund Manager

Postby DaveA » Sat Jan 08, 2011 11:10 am

Is there a way to see the daily change in the indices and investments I do price update on?
In the Portfolio Editor the data for each includes a column for "Change" and "% Change", however, the values are zero.
DaveA
 
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Postby Mark » Sat Jan 08, 2011 11:48 am

Hi DaveA,

In the Portfolio Editor, those are the changes from the current date to yesterday. If you don't have prices recorded for today (like a Saturday), it will show as 0. Instead, you can create a Custom report ending yesterday, and use one of the fields:

Change in value from previous
Percent change in value from previous
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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