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Re: Sub-Portfolio Yields in Charts

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Posted by Mark on January 11, 2005 at 14:44:15:

In Reply to: Sub-Portfolio Yields in Charts posted by Joe on January 11, 2005 at 10:54:59:

: I like these sub-portfolios we can set up now. But, when viewing a Portfolio chart for one of them, the Yields above the chart are for the Master Portfolio. Any chance of getting the yields to represent what is being displayed?
: Thanks, Joe


Hi Joe,

Thanks, this was a bug. It was supposed to display the yields for the
active portfolio. This will be fixed in 7.1. Thanks for pointing this out.

FYI, you can work around this by changing the date range. The problem was
that the yields weren't being recalculated when the active portfolio changed.
Changing the date range forces the yields to be recalculated.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003



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