Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Investment Perf- historical start date vs Purch date

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on November 07, 2005 at 20:27:11:

In Reply to: Re: Investment Perf- historical start date vs Purch date posted by L Larson on November 07, 2005 at 18:47:26:

: : Is there some feature for the graphs or reports that you would like to see added? Which investment performance calculations are you looking at?

: : Thanks,: Mark


: Only this variable for graphs, said graph is entitled Investment Performance,

: and always calculates with the first data entry, which in many cases is historical,

: with the actual first purchase occuring some months later.


: Lars in Michigan


: PS- while overlaid investment graphs evidently serve their purpose quite well,

: a day or two ago I wanted to directly compare, I believe, percent gain for a certai n day or period. Seems like one shold be able to be able to specify either dates

: or an interval,such as X weeks, and get those percentage gains. Capeesh?


: L.


Hi Lars,

There is no "Investment Performance" graph. Do you mean the "Investment Performance" report? I think you may be asking for a graph date range choice under "View / Dates..." that allows you to select "Earliest purchase to date"? Is this correct? I can see that being a helpful addition.

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




Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy