Re: Margin Loans

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Posted by Mark on April 16, 2007 at 12:53:06:

In Reply to: Margin Loans posted by Dennis Evans on April 16, 2007 at 08:02:56:

: Hi All

: I use Fund Manager Pro and would like to know how others add Interest Fees for Margin Loans. The Interest is across the whole Portfolio and not per share. Any help would be appreciated

: Cheers

: Dennis

Hi Dennis,

One suggestion is to record this as a negative interest income distribution in your cash account of the portfolio. This will reflect in the performance of the cash account, and also the entire sub-portfolio containing this cash account. It won't affect the performance of the other individual investments though. If you wanted this, you would need to divide it up into appropriate size distributions into each investment in the sub-portfolio.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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