This dialog is available from the Options / Report Preferences... menu command under any Report window.
This dialog page allows you to specify preferences on how the Portfolio Performance report is displayed. The following options are available:
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Include Performance Metrics: |
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% Gain |
Show the %Gain field. |
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% Gain-I |
Show the %Gain-I field. |
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% Gain-V |
Show the %Gain-V field. |
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Yield |
Show the Return On Investment (ROI) Yield field. |
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Cash Flow Style: |
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Invested and Distrib. |
Displays the cash flow using these fields. See External Cash Flow. |
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Contributions, Withdrawals, and With-Dist. |
Displays the cash flow using these fields. See External Cash Flow. |
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Include Accrued Interest |
Any accrued interest is included in
the report. Beginning Value, Ending Value, Gain, and all the %Gain
figures include accrued interest. (By default, accrued interest is included in the Yield column. Whether or not to include accrued interest in yield calculations can be controlled in the General Preferences - Yield Dialog.)
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