Re: I must be missing something simple, here....

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In Reply to: I must be missing something simple, here.... posted by Jeff W. Waldrop on August 29, 1999 at 19:22:07:

: Ok, I know how to set the date range on the Port Value graph and look at the changes in value. But no matter what date (beginning) I set right now, the portfolio graph still gives my my port value and has ($ -19.85) in parenthesis. This $ 19.85 was the drop from Thur at market close till Fri at market close. I download prices every day after close. So my port is updated daily.

: What I want to do is look at 8/1/99 till Fri eve and see how much money did I make or lose.......

: Thanks
: Jeff W. Waldrop
: ---------------------------

: : : : : How do I build a report that will give the portfolio value on each day, say for the last 45 days or so?

: : : : : Thanks in advance!!!

: : : : : Jeff W. Waldrop
: : : : : Met Life Financial Services

: : : : Hi Jeff,
: : : : There is no report that can provide this, but you can use the
: : : : "Portfolio Value" graph type to display this data graphically.

: : : The graphic report does not tell me this. It tells me this for this day only, after I update the prices. It this something that you may can add in the future?

: : : Thanx, Jeff

: : Jeff - there is no "graphic report". All you have to do is open your portfolio, click on "Graphs" and then "Portfolio Value". If you want a graph of the portfolio value for the last 45 days, click on "View" and then "Dates" and select the appropriate date range.

: : : : Thanks,
: : : : Mark
: : : : --
: : : : Mark Beiley
: : : :
: : : : Fund Manager for Windows 3.1x/95/98/NT
: : : :
: : : :

Jeff,
The original answer was a way to see the portfolio value for the last 45
days. If you just want to see the gain since 8/1 to today, you can use
the Portfolio Performance report, and set the date range to the same.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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