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Re: ROI bug

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Posted by Mark on June 02, 1999 at 08:11:38:

In Reply to: Re: ROI bug posted by Gary on June 01, 1999 at 21:12:01:

: : : Hi...Mark,

: : : Similar to the "Gain Graph Bug" I reported on 4/15/99,
: : : the "ROI gph" calculation does not seem to include
: : : transactions that are made on the starting date of the
: : : graph. Can this be corrected when FM 4.1 comes out?

: : : Thanks,
: : : Gary

: : Gary,
: : It works that way for all graphs, the "gph"
: : term of the yields starts with the ending value
: : on the beginning graph date. It probably would
: : be more consistent to have it start with the
: : value the day before the graph beginning date, so
: : that investments on the graph's beginning date
: : are included as transactions, and not beginning
: : value, in the yield equation.

: : Thanks,
: : Mark

: Hi...Mark,

: Graphs, reports, everything should include transactions
: on the beginning date. I'm sure the vast majority of
: your users believes it should be done that way.
: Investors think about their gain/loss from the date
: they made their investment. In case of a new
: investment the previous day closing value
: (ie. zero) doesn't mean a whole lot. So I shouldn't
: need to start the graph, or report on a date
: previous to the first transaction of an investment.

: Gary

Hi Gary,
This has been incorporated in FM 4.1.

Thanks,
Mark
--
Mark Beiley

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





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