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ROI - Annualized + Unanualized

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

Postby cir » Wed Jul 04, 2018 7:00 am

Is there a way to display both annualized and unannualized ROI on a report? Currently, I have to run one report with "Average Annualize Yields for Terms Greater Than One Year" checked in the Yield tab section of General Preferences and then run the report again with it unchecked. :(
cir
 
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Postby Mark » Wed Jul 04, 2018 9:48 am

Hi cir,

Sorry, no. Those options on whether to annualize yields are global.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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