Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: performance reports

[ Q1-Q3 99 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on August 18, 1999 at 08:58:55:

In Reply to: performance reports posted by Thomas on August 17, 1999 at 19:33:01:

: I have investments going back to 8/94 imput into FM. For some reason when I ask for a report from 8/94 till let's say today, why is it some of the investments that were purchased in early 1995 state they are negative investments in the invested column of the report? Thank you. Thomas

The "Invested" column of the "Portfolio Performance" report indicates
the amount of out of pocket investments you made. This is purchases - redemptions. If the figure is negative, that means you withdrew more money
than you put in during the time period of the report. For the details
you can use the Investment Transactions Report, or "Edit/All Data..." with
the "Investments(all)" data type selected.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT





Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy