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Investment Performance Report

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Postby mahe79 » Sat Oct 10, 2009 12:38 pm

Investments with no transactions (indices) are not shown in the Investment Performance Report, in the v10 Beta. They should appear since the report only requires NAV-values.

I just noticed that the investements are shown in the report and calculated if I turn on "View Hidden Investments", which is odd since none of the investments have the "Hidden" property assigned.
mahe79
 
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Postby Mark » Sat Oct 10, 2009 7:27 pm

Hi mahe79,

There is an option to not display investments in reports with zero share balance. Please see "Options / Report Preferences... / Display / Do Not Display Investments With Zero Share Balance". There are 3 different choices for that option, but if you turn it to "Never", you will see investments with zero shares.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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