Re: Yield Displays and Reports
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Posted by Mark on October 08, 2001 at 07:50:20:
In Reply to: Re: Yield Displays and Reports posted by Jim R on October 08, 2001 at 07:38:22:
: : : Mark: : : : I'm trying to display and report FP Yields-which I understand to be returns as typically reported-including the reinvesment of distributions. : : : At the moment I get different results between graph displays / Fund Performance Yield Reports and a Custom Report displaying FP Yields. : : : I think my problem is I am unable from the toolbar to change the Yield preference from ROI to FP-Reinvested. No matter how many times I try to change it, it still comes up ROI. I did get it to change once and immediately saved the portfolio - but the next time I loaded FM it was back to ROI ??? : : : What do I need to do?? Thanks for any help : : Hello Jim, : : It should work just as you're describing. Change the yield type : : for above the graphs under the "Yields" menu. Then, use "File/Save Portfolio" : : to memorize this preference in your portfolio. The next time you open this : : portfolio is will restore your yield preference. : : Please give this another try, saving the yield preference. If you still : : aren't successful, you can e-mail us the portfolio, and we can try to : : reproduce this. : Hello Mark, : By trial and error, I discovered I could change the yield preference from ROI to FP-Reinvested by resetting from ROI to FP-distributed first and then to FP-reinvested. Multiple attempts would not reset preference directly from ROI to FP-Reinvested. OK, once I finally got the preference to FP-Reinvested I immediately saved the portfolio. Then I exited FM, and reloaded FM, Yield preference for the portfolio is back to ROI ??? Could my software be contaminated somehow. Is Version 5.2.307 OK ??? : Jim : : Thanks, : : Mark : : -- : : Mark Beiley : : : : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00 : : : : Hi Jim, Sounds strange. Would you mind e-mailing me your portfolio, and data files in this portfolio? I will try to reproduce it here. Thanks, Mark -- Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00
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