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ROI Yield from Inception

Questions on using, creating, or understanding data in Fund Manager reports.

Postby neri » Fri Jan 21, 2011 6:41 am

Under the general report preferences, there doesn't seem to be a "yield from inception calculation available. Can this be shown in reports?

Thanks.
neri
 
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Postby Mark » Fri Jan 21, 2011 8:12 am

Hi neri,

Yes, you can show this in a Custom report. See "ROI yield (inception)". This isn't under the report preferences section, it is in the "Custom Settings..." dialog where you choose which fields are displayed on your custom report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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