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Tracking Indices

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

Postby Andy777 » Tue Apr 01, 2008 5:15 pm

In the online help section under "How can I compare my portfolio to an index?" you suggest creating a new sub-portfolio at the same level as other sub-portfolios in order to compare ROI. This requires buying a position in the index for any dollar amount

Is there any way to prevent that position from showing in the total value of a sub-portfolio?
Andy777
 
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Postby Mark » Wed Apr 02, 2008 8:32 am

Hi Andy777,

You can't exclude the value of the index from the sub-portfolio that index belongs in. You can however organize your sub-portfolios, so the index is in a sub-portfolio outside of the one you're interested in. For example:

Code: Select all
Master Portfolio
  - My Holdings
  - Indices
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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