Comparing my Portfolio to Market Indexes

[mikelemke]

I would like to be able to generate a report and/or a graph which compares the performance of my portfolio to that of several of the market indexes. Is this possible in Fund Manager?

Thanks,

Mike

[Mark]

Hi Mike,

Yes, it is. You must first create an investment for any index you want to overlay. For graphs, you can use the "Portfolio/Investment(s) Overlay" graph types. Choose the portfolio and investment(s) (Indices) to overlay under "Graphs / Options / Overlaid Investments and Overlaid Portfolios". You can also create any reports with these indices and your portfolio at the same level of sub-portfolio hierarchy. For some more tips, please read:

http://www.fundmanagersoftware.com/faq_ ... arison.php