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exp div yld (end)

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Postby frankpazulski » Thu May 01, 2014 8:21 pm

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
frankpazulski
 
Posts: 53
Joined: Fri Jul 30, 2010 7:23 pm

Postby Mark » Fri May 02, 2014 10:00 am

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
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby frankpazulski » Fri May 02, 2014 11:05 am

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
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Posts: 53
Joined: Fri Jul 30, 2010 7:23 pm


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