Re: Portfolio Performance
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Posted by Mark on January 09, 1999 at 18:41:47:
In Reply to: Re: Portfolio Performance posted by Sam LASLEY on January 09, 1999 at 08:00:59:
: 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
: :
: : 1) Open your investments or portfolio
2) Use "Reports/Portfolio Performance..."
3) On the dialog that comes up change the "From"
date to 12/31/98, and then hit the "Done" button.
4) Choose "Edit/Memorize..." and give it a name. Turn on the "Float Ending Date to Current" option, and hit the "OK" button. The next time you start FM, open your investments
and then choose "Reports/Memorized...". Select
the memorized report you created in 4) above, and click "OK". Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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