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Days Owned in Years

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

Postby divinest » Tue Sep 26, 2017 4:36 am

Hi Mark,
Is there an option to include the days owned in custom report, also follow up to that if that is possible, can a user defined field added to display as years or months? Or in the Odd lots reports to display the days owned as years. Thanks much!
divinest
 
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Postby Mark » Tue Sep 26, 2017 10:14 am

Hi divinest,

There is no built in field for days owned in the Custom report, but you can define a field to calculate this. You would use equations like:

Days owned:
ENDDAYS()-Acquired_start_end

Years owned:
(ENDDAYS()-Acquired_start_end)/365.25
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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