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Re: ROI Comparison Native Currency versus Home Currency

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Posted by Mark on August 28, 2003 at 10:56:42:

In Reply to: ROI Comparison Native Currency versus Home Currency posted by Gary Wilson on August 28, 2003 at 05:12:26:

: Hi,

: I notice yields at top of graph do not change when swapping between currencies. I presume calculations reflect native currency? Is there a way to compare ROI in native currency versus return in home or default currency?

Hi Gary,

The yields are calculated based on your "View/Exchange Rate Adjusted" setting.
While looking at this, I did notice however that when you toggle
"View/Exchange Rate Adjustment" it doesn't force the re-calculation of the
yields displayed above the graphs. This has been fixed for the next
release. You can force a yield re-calculation by adjusting the date
range using "View/Dates...", or if you leave the "View/Exchange Rate Adjusted"
in your preferred setting, it will be calculated correctly when you first
load your portfolio.

Thanks,
Mark
--
Mark Beiley

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

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