Re: Custom Report monthly returns

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In Reply to: Re: Custom Report monthly returns posted by Mark on April 08, 2003 at 19:43:49:

: : 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
:

Mark, I just want to show percent returns for each month from 1/1/99 to 12/31/99. I am submitting the monthly performance numbers. I need the month to month % return to match the beginning and ending month to month values. I have tried all the % buttons in the custom menu and my settings must not be right. Some positives and the negatives show correctly but others don't. I assume it is due to internal starting values. Thanks

Replies:

• 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)