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Performance Report

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

Postby Gottfried » Thu Dec 13, 2018 9:18 am

I have FM professionel. I use different strategies. Is it possible to make a report with
gain $ and percent, total number of trades, number and percent of wintrades?
Thanks
Gottfried
 
Posts: 4
Joined: Thu Dec 13, 2018 9:06 am

Postby Mark » Thu Dec 13, 2018 9:26 am

Hi Gottfried,

You can use a Custom report for some of this. Take a look at the fields:

Gain (between)
% Gain (between)
Purchase transaction count (between)
Sell transaction count (between)

However, there aren't fields for counting/calculating the number/percentage of winning trades.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Gottfried » Fri Dec 14, 2018 7:14 am

Thanks I will try it. Could be something you could add in a future update.
Gottfried
 
Posts: 4
Joined: Thu Dec 13, 2018 9:06 am

Postby Mark » Fri Dec 14, 2018 9:06 am

Hi Gottfried,

Thanks for the feedback. This does seem like it would be an interesting feature to add.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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