Fund Manager
Contact Us

Re: Index

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on September 18, 2000 at 08:16:49:

In Reply to: Index posted by ~~~~ on September 17, 2000 at 21:52:15:

: I would like to be able to compare my return in the Portfolio Performance Report to that of a few popular indices.

: I have seen the investment overlay feature but it does not show the "% gain" or "yield". I realize the "% gain" or "yield" can be figured out from the overlay, but this would have to be done on a daily or weekly basis and would become very tedious.

: This seems like a necessary addition to Fund Manager since most people should be comparing their return to at least one type of index. If you try to add an index into the portfolio, so you can get a yield, it screws up the portfolio's true value. If you add an index to a portfolio with NO SHARES it will NOT provide a "% gain" or "yield".

: Please consider this for future versions.

: Thanks,
: ~~~~

Thanks for the feedback. The "Portfolio Performance" report is intended
to give you performance figures on your invested money. To get figures for
an index you would need to have money invested in that index. One option
would be to record a very small (like maybe $0.01) beginning share balance.

This could be something we could make automatic for index type investments
with a 0 share balance in the future.

Mark Beiley

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

Replies: | Search | Site Map | About Us | Privacy Policy