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Re: Portfolio gain & yield[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ] Posted by Mark on April 15, 2002 at 22:50:22:In Reply to: Portfolio gain & yield posted by Anil on April 15, 2002 at 02:07:15: : This is a query re portfolio reporting. : Pre-purchase, I am tracking a number of investments in a portfolio. If I generate an 'Investment Performance' report, I get output like: : BegNAV EndNAV Gain %Gain-F Yield : where Average shows an arithmetic mean of the %Gain-F column and an arithmetic mean of the Yield column). : Instead of this arithmetic 'average' figure which is of limited interest, what I would like to see listed is the %Gain-F (and yield) for the portfolio _as a whole_, eg for %Gain-F: : (350 - 300) / 300 = 16.67% : Is there any way to configure a report to show this information? : Thanks Hi Anil, There is no option currently in the reports section to configure these Thanks,
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