Re: Portfolio Performance
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Posted by Sam LASLEY on January 09, 1999 at 08:00:59:
In Reply to: Re: Portfolio Performance posted by Mark on January 08, 1999 at 18:09:08:
Follow up:
I must be dense as I definitely want the portfolio performance reset to reflect ytd gains or losses. I only want the report, not the graphs changed. However, when I tried to follow your instructions I keep getting the same report with the date ranges from 12/27/97 to current instead of 12/31/98 to current. Can you be more specific in giving step by step instructions on how to change this and have the program memorize the new comparison dates?
: : Do you mean reports or graphs? The graph date
: range is memorized in portfolios, but the
: report date range is not. Portfolios do not
: memorize reports. You can create a memorized
: report which will memorize your date ranges
: as well as the report type. Once you create
: the report and adjust the date range use "Edit/
: Memorize..." and assign the report a name. Next
: time, just create a memorized report, and pick
: the name you just assigned. The memorize
: report command is also available on the toolbar
: while viewing your report. : Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:
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