Portfolio gain & yield
This is a query re portfolio reporting.
Pre-purchase, I am tracking a number of investments in a portfolio. If I generate an 'Investment Performance' report, I get output like:
BegNAV EndNAV Gain %Gain-F Yield
where Average shows an arithmetic mean of the %Gain-F column and an arithmetic mean of the Yield column).
Instead of this arithmetic 'average' figure which is of limited interest, what I would like to see listed is the %Gain-F (and yield) for the portfolio _as a whole_, eg for %Gain-F:
(350 - 300) / 300 = 16.67%
Is there any way to configure a report to show this information?
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