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Adding TWR performance to Executive Summary

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

Postby paulk » Fri Jun 03, 2016 8:27 am

This would be a fantastic addition to the Advisor version of the product. Having the portfolio returns (ROI) and portfolio returns (TWR) in one place compared to the indexes would be very helpful.
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Fri Jun 03, 2016 9:08 am

Hi paulk,

Okay, thanks for the feedback/idea.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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