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New 52wk Highs/Lows report

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

Postby Traveller » Tue Jul 13, 2021 6:41 am

Hi Mark,

How do I create a report showing securities that have reached 52wk highs/lows either today or in the past week.

thank you
Traveller
 
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Postby Mark » Tue Jul 13, 2021 3:45 pm

Hi,

There isn't a field built-in that would show this, but with the Pro/Adv versions you could write your own equation to accomplish this. Something like:

MAX(ENDDAYS()-7 , ENDDAYS() , End_NAV , 0) - MAX(STARTDAYS() , ENDDAYS() , End_NAV , 0)

This will give you a value of 0 if the high within the last 7 days is equal to the high over the date range of the report (which you would set to 52 weeks for your desired calculation). You can sort the report by this field, so any investments with a 0 will have hit their 52 week high.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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