Re: Portfolio gain & yield
In Reply to: Portfolio gain & yield posted by Anil on April 15, 2002 at 02:07:15:
: 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?
There is no option currently in the reports section to configure these
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