Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

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?
Thanks
the4cooks
 
Posts: 5
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.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11297
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 2 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.