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Excluding An Asset from Portfolio When Due Returns

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

Postby ricbertsch » Fri Aug 25, 2017 8:30 am

Is there a way to exclude an asset, say Money Market, when calculating a return for a portfolio?
Richard G. Bertsch CFP(tm)
ricbertsch
 
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Postby Mark » Fri Aug 25, 2017 8:34 am

Hi ricbertsch,

Yes, run a report, like Portfolio Performance, and turn on a "Filter..." that excludes whatever you want excluded. For example, you could exclude the investment type of cash.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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