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Customizing reports

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

Postby designer » Sun Aug 16, 2009 10:55 am

I created a custom report based on adding items from the list provided by Fund Manager, however I was not able to find in the list certain items, perhaps they are called different...these are:
+WinRatio (Number of winning trades divided by total number of trades)
+Payoff Ratio (Average winning trade divided by average losing trade)
+Commission Ratio (Total $ commission paid divided by total dollars profit earned)

Thank you
designer
 
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Postby Mark » Sun Aug 16, 2009 11:33 am

Hi designer,

Sorry, but these figures are not available in Fund Manager. Thanks for the ideas though, we can consider them for a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby designer » Sun Aug 16, 2009 12:27 pm

Thank you.
Or better yet be able to create as part of the report your own formula based figure as you can in Excel.
designer
 
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Postby L Larson » Thu Sep 17, 2009 7:39 am

Good ideas, useful info. If I recall right fm data can load easily into a MS Works speradsheet which I often use. Then create my own simple formula for these?

Now I wonder if ther is any value in DL FM retrieved data info one of my own sheets or is this reinventing the wheel??

Lars
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Postby Mark » Thu Sep 17, 2009 9:03 am

Hi Lars,

Yes, you can do this. Report data is easily exported to Excel, so if you wanted to do some calculation not available in Fund Manager, you can do this. For instructions on exporting to Excel, see:

http://www.fundmanagersoftware.com/faq_export_excel.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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