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S&P performance on the Executive summary

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

Postby prasannainv » Sun Jan 10, 2021 4:26 am

Mark - On the youtube tutorial for Executive Summary report, I see that we can show S&P performance for comparison. How do I get that enabled?
prasannainv
 
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Joined: Tue May 14, 2019 5:33 am

Postby Mark » Sun Jan 10, 2021 8:48 am

Hi prasannainv,

You would need to create an investment, and track the index you want to include. It is common to create a separate sub-portfolio (outside the hierarchy of your owned subs), and track indices. For example, the symbol for the S&P 500 on Yahoo is ^GSPC. For some more tips on setting up and creating indices, see:

https://www.fundmanagersoftware.com/faq ... _price.php

and

https://www.fundmanagersoftware.com/faq ... arison.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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