Re: Portfolio vs. Index Comparison
In Reply to: Re: Index posted by Mark on September 18, 2000 at 08:16:49:
: : 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
: This could be something we could make automatic for index type investments
This made me wonder if it would be possible to add a seperate line in the future versions that included an "Portfolio vs. Index Comparison Section" (that could be an option...a check box to have it included or something) on the Portfolio Performance Report.
Thanks for listening...it is GREAT software.
***Anyone that is still pondering whether to purchase this software: I spent two weeks researching the other available programs. They do not even come close...nothing is as powerful and simple to use. If you want to track your investments, Fund Manager is the program for you.***
Jais(the ~~~~'s where my firewall)
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