Re: Benchmark

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Posted by Mark on May 18, 2007 at 17:48:06:

In Reply to: Benchmark posted by Todd on May 18, 2007 at 17:34:52:

: Hi Mark - When trying to set up a custom report including alpha, beta, etc. and trying to establish a benchmark, the only selections available are the individual securities in my portfolio. How do I set up the Russell 2000 as a benchmark?

: thanks,
: Todd

Hi Todd,

You'll need to create a new investment for any benchmark you'd like to use. Create a new investment, and you can own 0 shares. You can retrieve the historical quotes, and then assign it as your benchmark. You might want to put all your indices in their own sub-portfolio. You can find the symbols to use for all the indices on Yahoo at:

http://finance.yahoo.com/indices?e=other

For example, the Russell 2000 is: ^RUT

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Benchmark Todd 10:16:53 05/21/07 (1)
  • Re: Benchmark Mark 11:57:25 05/21/07 (0)