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Gain

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

Postby moonlighter » Thu Nov 21, 2019 1:54 pm

I run a report using Period:Today and there is a column "Gain," which shows my P/L for that holding for today. Now, is there a column I can add to the (sub)portfolio view that will have the same values as the Gain column on the report? I know about the "Value Change" column but when I buy or sell that holding it no longer shows my P/L for the day.
:mrgreen:
moonlighter
 
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Postby Mark » Thu Nov 21, 2019 2:19 pm

Hi moonlighter,

Sorry, no. The OOP Gain for just the current day is not available as a Portfolio Editor list view field. You can get the OOP Gain on the currently owned shares, but not the gain for just today.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby moonlighter » Thu Nov 21, 2019 3:04 pm

No problem, I'll just continue running the Today report for my day P/L's.
:mrgreen:
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