Re: V7.x ROI

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In Reply to: V7.x ROI posted by Cliff on March 03, 2005 at 20:19:21:

: Mark,

: When I upgraded to 7.x I found that on my portfolio reports, for ROI (3y, 5y)changed. Previously if I had had an investment for say 1.5 years FM would put NA in the ROI(3y, 5y). Now with v7.0 and 7.1, FM puts the ROI (1y) value in both ROI (3y) and (5y). I am concerned that as a result the 3 and 5 year portfolio ROI is wrong.

Hi Cliff,

It may be that you have different interpolation range settings. There is an option to allow interpolation prior to the first recorded price. It may be that you have this on in 7.x, but had it off in 6.x? See "Options / Yields / Interpolation Range...". Also, you can re-open those investments in 6.x to compare the reported yield values. For the same interpolation range settings you should get the same numbers. Please let me know if this is not the case.

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

Replies:

• Re: V7.x ROI Fred V 17:33:49 03/04/05 (7)
  • Re: V7.x ROI Cliff 20:26:36 03/04/05 (0)
  • Re: V7.x ROI Mark 20:21:23 03/04/05 (5)
    • Re: V7.x ROI Fred V 22:47:24 03/04/05 (0)
    • Re: V7.x ROI Cliff 20:35:27 03/04/05 (3)
      • Re: V7.x ROI Mark 20:55:20 03/05/05 (2)
        • Re: V7.x ROI TW Hayes 20:17:12 04/22/05 (1)
          • Re: V7.x ROI Mark 14:09:29 04/23/05 (0)