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Add "Yield 7y" Column Choice

Comments, critical feedback, praise, or suggestions for new features.

Postby cbavaro » Sat Jan 25, 2025 2:29 pm

Hi Mark,

I would like to request that a "Yield 7y" column choice be added in the Portfolio Editor to address the gap created by only having a 5 year or 10 year choice.

Thank you in advance for your consideration.

Sincerely,
Craig Bavaro
cbavaro
 
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Joined: Wed Jan 04, 2017 10:56 pm

Postby Mark » Mon Jan 27, 2025 8:27 am

Hi Craig,

There are 6 default yield term ranges available, and you can customize them. See "Options / General Preferences... / Yields". However you set these here will affect the options you see for yields in the Portfolio Editor, along the top of the graphs, and the default terms in the ROI and TWR Yield reports.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby cbavaro » Sat Feb 01, 2025 11:56 am

Hi Mark,

Thank you for this information since I wasn't aware of these settings, but would it be possible to add one more choice to this tab, so I don't have to lose one of the other equally important selections.

Thanks,
Craig
cbavaro
 
Posts: 10
Joined: Wed Jan 04, 2017 10:56 pm

Postby Mark » Sun Feb 02, 2025 1:19 am

Hi Craig,

Okay, we can consider this for a future update. Thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11684
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Sun Feb 02, 2025 2:42 am

+1. I had made a similar request but with additional demands:

- 8 default yield term ranges (so two more)
- Yield term ranges can be expressed in weeks too
- TWR yield columns for the Portfolio Editor
Djobydjoba
 
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Joined: Tue Mar 09, 2010 9:39 am


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