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Re: Portfolio Report: Performance Comparison

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Posted by Mark on February 03, 2006 at 21:49:42:

In Reply to: Re: Portfolio Report: Performance Comparison posted by DBohica on February 03, 2006 at 20:54:58:

: Well, thank you for the response but doesn't recording a purchase, when no cost was incurred, lead to unnecessary inaccuracy and to some potential confusion by clients?

: A simple portfolio-to-index comparison would be a useful improvement to this software.

Hi DBohica,

Okay, thanks for the feedback. I'm sure there is something we could do to improve this, so you don't need a fake purchase for ROI yields.

One work-around is to keep the indices in separate sub-portfolios, outside the client's portfolio. This way, you can still compare, but it won't affect the client's holdings.

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

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