Re: Days Owned

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In Reply to: Days Owned posted by Stephen Hind on January 09, 2003 at 12:52:55:

: I am trying to make a custom report that shows, among other things, the length of time that a security has been held in the portfolio. Is there such a field available for custom reports? Do any of the standard reports show this information?

: Thanks for your help, and a for providing a GREAT product.

Hi Stephen,

We don't have a field that shows days owned, but there are these fields:

Investment inception date Inv incptn Date of first transaction
Price inception date NAV incptn Date of first recorded price

which show the date of either your first transaction or first recorded price.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP

Replies:

• Re: Days Owned Mark 17:05:52 01/09/03 (0)