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Since Inception Timeframe

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Postby B2B_Investing » Sun Jul 09, 2017 5:12 am

Hi Mark,

FM does a great job with the various standard time intervals. (3 mo, 6mo, 1 yr, 3yr, etc). Would it be possible to get a since inception option that calculates from the first transaction of a given security? I am looking for an ROI from inception report.

Jason
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Postby Mark » Sun Jul 09, 2017 9:25 am

Hi Jason,

In a Custom report, see the field:

ROI yield (inception)

It is also available in the Portfolio Editor as a list column named:

Yield (inception)

The Custom report lets you choose any end date, but the Portfolio Editor always calculates as of the current date.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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