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ROI Yield Calculations

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby finmanjim » Fri Jul 04, 2014 9:56 pm

Hi Mark,

I have set up yield calculations columns for 3m | 6m | 1yr | Since Inception. In the Portfolio Editor as well as in the ROI Yield Report, the yields do not display in the row containing the investment but do appear in the footer row (see attached).

How can I adjust this?

Thanks.

Jim
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finmanjim
 
Posts: 34
Joined: Wed Nov 07, 2007 10:14 am
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Postby finmanjim » Fri Jul 04, 2014 10:27 pm

Mark,

My mistake, I had not yet retrieved historical prices for the investment. The yields now display correctly.

Thanks.

Jim
finmanjim
 
Posts: 34
Joined: Wed Nov 07, 2007 10:14 am
Location: Miami, Florida
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