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Comparing return of portfolio agains S & P

General questions about using Fund Manager that do not fit into any other forum.

Postby reddragon » Thu Apr 18, 2019 6:32 am

How do you run a return report compared to the S & P 500 index for individual accounts?

Thanks Red Dragon
reddragon
 
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Postby Mark » Thu Apr 18, 2019 8:37 am

Hi Red Dragon,

In the Advisor version you can use the Executive Summary report, and add any indices you want to the index section. It will have all the same performance periods as shown for their portfolio.

If you want to include a index in any of the other standard reports, you would have to set up your sub-portfolio hierarchy in such a way that it included both the index and their sub-portfolio, and then report on that level. For example:

Code: Select all
- Master
  - S&P 500 Investment
  - Account Sub-Portfolio
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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