Reports/ ROI/ Interpolation

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Hi,

FM is calculating a 42- (and 20-) month ROI for stocks I've only owned for 18 months. I expected "NA".

I thought this was faulty behavior until, while composing this message, I realized the Box says: "Allow Interpolation Prior to First Recorded Price"; not "Prior to Inception of Holding".

I (foolishly?) got price history for all my stocks (in one download) back to the date of my oldest holding, so now when I do a ROI Report FM calculates all stocks back to the earliest date (and I just noticed).

I know I can delete price data for each stock to solve my problem. But Graph works "correctly" (as I see it). It does not display imaginary value for dates before inception of ownership even though I have earlier price data.

Is there a reason FM behaves differently for Graph and Report functions?

Is there an easier way (besides editing each price file) to create ROI Reports which correctly reflect my portfolio's performance?

Thanks for the help.

Dale

FM Version 6.5.329 on a 64-bit DEC Alpha

Replies:

• Re: Reports/ ROI/ Interpolation Mark 20:55:38 09/23/03 (2)
  • Re: Reports/ ROI/ Interpolation Dale E. Adams 11:26:21 09/24/03 (1)
    • Re: Reports/ ROI/ Interpolation Mark 15:18:27 09/24/03 (0)