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Questions about updating prices or transactions in Fund Manager

Postby Duce1147 » Tue Jun 30, 2020 2:39 pm

I have created a sub portfolio of benchmarks(S&P 500, DOW, NASDAQ) from which I want to compare my investment portfolio returns against(Yield MTD, Yield YTD). I can download my historical investment data to get the above mentioned returns for my own investments but cannot seem to do the same for the indexes. Is there a way to do this?

Thanks for your help.
Duce1147
 
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Joined: Mon Jun 29, 2020 12:11 pm

Postby Mark » Tue Jun 30, 2020 2:52 pm

Hi Duce1147,

If you want an ROI yield, you'll need to record a buy of some number of shares, even 1 share is fine. If you choose to do this, make sure your benchmark sub-portfolio is separate from your account sub-portfolio, so it doesn't impact the value. For more tips, see:

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

Postby Duce1147 » Tue Jun 30, 2020 2:54 pm

Thank you Mark!
Duce1147
 
Posts: 7
Joined: Mon Jun 29, 2020 12:11 pm


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