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Performance Reports

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Postby moonlighter » Sat Dec 20, 2014 11:36 am

Just a suggestion for portfolio performance reports: In the Period drop-list add 1,2,3,4,5 Year for both calendar year returns and to-date returns. Thanks!
:mrgreen:
moonlighter
 
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Postby Mark » Sat Dec 20, 2014 12:44 pm

Hi moonlighter,

Okay, thanks for the feedback/idea. You can use the "ROI Yield" report today to get these multiple time period performance numbers for your portfolio.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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