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Montly portfolio performance in dollars

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

Postby roadjackson » Mon Oct 12, 2020 2:16 pm

Hi Mark,

How can I run a monthly total portfolio performance report that expresses the performance in dollars and not percentages?

Many thanks for your fine software and answers to m previous questions :D
roadjackson
 
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Postby Mark » Mon Oct 12, 2020 3:37 pm

Hi roadjackson,

You could create a Monthly Performance report, and for the "Performance Metric" choose "Gain", which is in dollars.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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