Monthly Performance Report

 

This report can be created by selecting the Reports / Monthly Performance... command from within any window.

 

This report gives you insight into how well your invested money performed each month.  The selected performance metric is reported for the sub-portfolio on a monthly basis.  Totals for each year, and averages are also reported.  Select from any of the following performance metrics when creating this report:

 

ROI

The Return On Investment (ROI) Yield

TWR

The Time-Weighted Return (TWR)

% Gain

The Out Of Pocket percent gain

Gain

The Out Of Pocket value gain

Value

The ending market value

 

Note on Accrued Interest:

The % Gain, Gain, and Value performance metrics can optionally include accrued interest.  Use the "Include Accrued Interest" option in the Report Preferences - Portfolio Performance Dialog to control whether or not accrued interest is included.  The ROI and TWR can also optionally include accrued interest.  For these performance metrics use the "Include Accrued Interest in Yield Calculations" option in the General Preferences - Yields Dialog.

See Also

About Reports

Report Settings Dialog

Report Window - Menu Commands

Memorized Report Dialog

Report Colors

Report Preferences - Portfolio Performance Dialog

General Preferences - Yields Dialog

 


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