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List daily portfolio changes by total value or by Dollar

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

Postby the4cooks » Thu Jan 25, 2024 2:34 pm

Is there a way to list the daily changes to a portfolio by total portfolio value or by dollar change?
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Joined: Sun Jul 24, 2016 7:43 am

Postby Mark » Thu Jan 25, 2024 3:37 pm

Hello the4cooks,

You can get a daily total portfolio value in a Portfolio Value graph. There isn't an option to get the daily change for multiple days (you can get it for a specific date in a report). If you'd like a long running daily change list, you could export the Portfolio Value graph to a CSV file, and in Excel create a new column of data that subtracts the day N-1 value from the day N value. Use "File / Export / Other / Graph Data Points..." to save the Portfolio Value graph's data points to a CSV file.
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