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annual yield for bonds or CDs or Bank Accounts

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

Postby bagmore » Wed Dec 03, 2008 3:01 pm

I have no trouble showing annual yield for stocks in custom reports, but am unable to do it for bonds, CDs or bank accounts. I can only get reports showing amount, not percent. Do you have any suggestion.
bagmore
 
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Postby Mark » Wed Dec 03, 2008 4:09 pm

Hi bagmore,

You may need to provide more price data points. Make sure you have a price point recorded for the beginning/ending yield term dates. You can also adjust the flexibility for interpolating missing pricing data under "Options / Yield Interpolation Range...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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