exp div yld (end)

[frankpazulski]

Hi Mark,
Update is running great. Is there a way to add exp div yld (end) to portfolio editor and have it averaged at the bottom of the editor. If not is there a way to average them at the bottom of a custom report. It would be helpful to know the average yield for the subportfolio as a whole.
Best regards,
Frank

[Mark]

Hi Frank,

That field isn't available in the Portfolio Editor. You can see the list of available fields under "View / List Columns...". You can add it to a Custom report, but it won't display a figure for your whole portfolio. This is on our list of potential improvements...

If you wanted to do this in a more manual way, you can utilize one of the custom investment properties, and record your own expected dividend yield for each investment. You can set it to combine by a weighted average. You would use a similar idea as described here for reporting expense ratio/cost:

http://www.fundmanagersoftware.com/expense_ratio.php

[frankpazulski]

Thanks Mark, this is what I have done, glad to hear your are working on a improvement as the maintenance of the database is a chore. Thanks for your response.
Frank