Re: Custom Report monthly returns

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In Reply to: Custom Report monthly returns posted by Steve Waller on April 08, 2003 at 09:57:28:

: I am trying to make a report that shows monthly percent returns. I am putting in beginning and ending portfolio value and have tried various gain choices but it doesn't seem to do the monthly gain or loss. Help please.

Hi Steve,

There are a few ways you can calculate %Gain. There is %Gain-I, %Gain-F, and
%Gain-C availabe in the custom report. In the Portfolio Performance report
there is also a %Gain-V. Each one is documented in the online help on the
equation being used. How would you like to calculate it? I can help you
find the appropriate one.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies:

• Re: Custom Report monthly returns Steve Waller 08:45:50 04/09/03 (3)
  • Re: Custom Report monthly returns Mark 10:00:26 04/09/03 (2)
    • Re: Custom Report monthly returns Steve Waller 08:25:00 04/10/03 (1)
      • Re: Custom Report monthly returns Mark 09:39:39 04/10/03 (0)