Re: taking out benchmark comparisons in distribution summaries

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Posted by Mark on January 07, 2007 at 10:03:11:

In Reply to: taking out benchmark comparisons in distribution summaries posted by SS on January 06, 2007 at 18:00:53:

: Mark,

: Is it possible to eliminate benchmark comparisons from distribution summary reports, etc, while maintaining the benchmark comparison where it is useful to visualize --for reports containing rate of return, for example?

Hi SS,

There are no special features for this depending on the report type. Here is an idea for you:

Keep your benchmarks in their own sub-portfolio. Copy them into the desired reporting sub-portfolio, only when you want them there. Delete them from this reporting sub-portfolio when you don't want them in the report. Always keeping a copy in another sub-portfolio makes it easier to add when you need it.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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