Re: Quarterly vs. annual return.

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Posted by Harry Teder on January 04, 2007 at 16:21:29:

In Reply to: Re: Quarterly vs. annual return. posted by Mark on January 03, 2007 at 12:34:57:

: : Great! Next question: I want to see the quarterly gains in the Master Portfolio. When I set the Report Settings to a Period that corresponds to a quarter, what determines which stocks are shown? I'd like to see the gains within that quarter, including the capital gains (i.e. sold stocks), AND the paper gains for stocks still held. I suppose that requires having Hidden stocks shown as well? Thank you

: Hi Harry,

: The portfolio figures include all investments in that sub-portfolio (including all the way down in the sub-portfolio hierarchy). It doesn't matter whether an investment is hidden or not, they are all included in the portfolio figures.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software
OK, so how doI find the % gain in each quarter, and then for the year? The Custom report for 4th quarter and for all of 2006 shows the same exact numbers, clearly not correct?

Replies:

• Re: Quarterly vs. annual return. Mark 18:12:05 01/04/07 (4)
  • Re: Quarterly vs. annual return. Harry Teder 14:18:40 01/06/07 (3)
    • Re: Quarterly vs. annual return. Mark 09:56:23 01/07/07 (2)
      • Re: Quarterly vs. annual return. Harry Teder 11:48:35 01/09/07 (1)
        • Re: Quarterly vs. annual return. Mark 12:00:40 01/09/07 (0)