Re: Yield in Portfolio Performance chart

[ Message Board ] [ Archives ] [ Search ]

Posted by Harry Teder on October 30, 2006 at 16:53:48:

In Reply to: Re: Yield in Portfolio Performance chart posted by Mark on October 30, 2006 at 15:08:03:

: : : Hi Mark- that makes sense for investments bought on one date but my report has a number of investments, bought at different times. Thus a specific starting date should be used for each investment, and there is no provision in FM for that.
: : : Similar issue with Yield. I can get the Yield % to show for a particular investment by fiddling with the closing date of the report, but I really want to see it for ALL investments. Surely the report is not meant to show data for just a single date(s)?

: : If you would just point me towards the appropriate section of Help, I'll start digging. Harry

: Hi Harry,

: The date range for reports are applied consistently to all line items in a report. There are some special fields in the custom report, such as "ROI yield (inception)", where the yield is calculated from each investment's first transaction up through the ending report date.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software
So how do I see the results (gain/loss)from Purchase date to Sell date for the investments, either individual stocks or the whole portfolio? That is after all the whole point of investing and tracking investments.

Replies:

• Re: Yield in Portfolio Performance chart Mark 17:00:52 10/30/06 (0)