Re: Comparing a Subportfolio to an Index in Reports

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Posted by Steve on August 13, 2006 at 22:30:58:

In Reply to: Comparing a Subportfolio to an Index in Reports posted by Steve on August 13, 2006 at 21:29:27:

Getting an Index in a subportfolio of a subportfolio is very straightforward. But how can the Index be displayed so it doesn't affect the total subportfolio balance result? For example, with the S&P 500 selling at circa 1200, purchasing 1 "share" shall affect the portfolio results.

In the FAQs, it is advised that a purchase of $1 suffices...but I'm not following where to enter the $1 and where, if at all, to enter the Index total (say 1278 on the S&P 500,for example) on the day of purchase.

Replies:

• Re: Comparing a Subportfolio to an Index in Reports Mark 10:25:09 08/14/06 (2)
  • Re: Comparing a Subportfolio to an Index in Reports Steve 12:23:34 08/14/06 (1)
    • Re: Comparing a Subportfolio to an Index in Reports Mark 13:04:12 08/14/06 (0)