Re: Portfolio Performance

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In Reply to: Portfolio Performance posted by Sam Lasley on January 08, 1999 at 17:31:30:

: I have tried to change the dates of comparison in the report to measure the change in performance from 12/31/98 to the current date. I have gone in and tried to use custom report, I have changed the dates and used "save portfolio" and yet no matter what I do I always get the comparison from 12/26/97 and not 12/31/98. What am I doing wrong?

: Please help. Thanks

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

Replies:

• Re: Portfolio Performance Sam LASLEY 08:00:59 1/09/99 (1)
  • Re: Portfolio Performance Mark 18:41:47 1/09/99 (0)