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in TWR rprt how to limit reporting to period stock is owned?

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

Postby shalam » Sat Dec 17, 2011 9:31 pm

I purchased Dell this Sep 2011.

Here is a snippet from the TWR.
Windows 7 64 bit - Parallels Desktop.jpg
DELL TWR
Windows 7 64 bit - Parallels Desktop.jpg (12.29 KiB) Viewed 1845 times


What I need is to see how the stock has performed since I have owned it. Is that possible?
In its current form, the report appears to be a TWR for the ticker and not for my ownership period...

Thanks!
shalam
 
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Joined: Sat Jul 03, 2010 5:14 am

Postby Mark » Sun Dec 18, 2011 1:52 pm

Hi shalam,

Yes, this is the purpose of TWR. To see how well your invested dollars have performed, use ROI instead. You can get ROI in quite a few places, but one good place is the Portfolio Performance report. Set the date range of the report to cover the time period you want to see performance.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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