Yield since inception

[alpappy]

HI Why do a few of my holdings show Yield since inception as NA all the data looks correct How can I fix this
thanks
alan

[Mark]

Hi Alan,

In the report where you see N/A use "Help / Logs / Report Calculation..." for an explanation.

[alpappy]

Hi the NA is in the portfolio editor window not a report any ideas its only on two positions

[Mark]

Hi Alan,

Create a Custom report with that same field (ROI yield (inception)), and set the ending report date to today (as that is what the Portfolio Editor is using).

[alpappy]

HI That works there is a pattern both the postions are shares I bought sold and then bought again later The Yield does not work in that case in the Portfolio editor just shows NA
Can this be fixed so that it ignores the original holding and starts afresh from the new position
thanks
alan

[Mark]

Hi Alan,

Not with the ROI Yield (inception) field. That field always goes back to the first transaction in that investment. You would have to pick a yield that goes back a certain amount of time.