Re: Investment / Portfolio Performance
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Posted by Mark on April 04, 1999 at 11:54:29:
In Reply to: Investment / Portfolio Performance posted by Doug on April 04, 1999 at 09:19:24:
: I'm using FM 3.4 (I like to wait through betas)and I'm
: sure this has been answered before but I can't find it.
: In 1 portfolio, I have sold and bought stock since 1/1.
: I track those stocks history for 2 years to chart them.
: However, when I want to see how that portfolio has done
: YTD, it gives me each indiviual stock's value from 1/1
: and I want to know its performance only for the time
: that I've owned it. How do I still graphically track a
: stock over a long time but evaluate how a portfolio is
: performing with multiple stocks shorter term? Hello,
There are several ways... You can use any of
the reports and just set the starting date of the
report to the date range of interest for you. You
can also have FM calculate the ROI yields, which
are only affected by time periods where you
owned shares. Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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