Hi,
I am new to Fund Manager and have been struggling to get a % return on my portfolio from transactions that I am importing from Interactive Brokers. I have downloaded 6 Microsoft Money OFX files from Interactive Brokers for the last 6 months since I started my portfolio with Interactive brokers. However, when I import these files to Fund Manager and create a performance report, the report results seem very off.
Does anyone have experience importing from IB? What is the best way to calculate a % return based on all of my transactions.
Thanks,
Dan