Suggestion for performance analysis

[moonlighter]

I like calculating the ratio of winning holdings to losing holdings (and winning %) based on OOP Historical Gain for any particular sub-portfolio (account). I do the calculations manually which involves having to count the number of winning and losing investments in the sub-portfolio. It would be very cool if FM could do all the counting and calculations for me. A pie chart would be great too. Just a suggestion. FM 2018 working great, Yahoo quote server blazing! Thanks!

[Mark]

Hi moonlighter,

Good suggestion, thanks. I was trying to see if there is a way to use the user-defined fields in the Custom report to do this, but I don't see a way to accomplish this using that method.