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Portfolio Perf. 2001

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Posted by Sam Lasley on January 04, 2001 at 13:11:30:

Last year you helped me establish a memorized report to track my portfolio for the year 2000 and it worked well, except that it continues to run through today's date and did not cut off at the end of the year. I have forgotten how I set up the portfolio and in trying to establish a pertfolio for 2001 all I get is a daily portfolio value and not a ytd figure.

Could you please walk me through how to set up a report for 1/2/2001 to 12/30/2000? Thanks.
Sam Lasley

p.s. I got the info on your new FM 5.0 today, but I haven't even learned how to operate 4.0 yet.

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