Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Suggestion for performance analysis

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

Postby moonlighter » Thu Nov 16, 2017 1:20 pm

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!
:mrgreen:
moonlighter
 
Posts: 69
Joined: Tue Dec 11, 2012 9:49 pm

Postby Mark » Thu Nov 16, 2017 3:11 pm

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.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 11 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron