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Re: portfolio performance

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Posted by Mark on June 04, 2006 at 17:21:32:

In Reply to: portfolio performance posted by steves on June 03, 2006 at 10:25:25:

: when i use the portfolio performance feature, i am getting inconsistencies in the %Gain-I. for instance, my "invested value" is 100 and my "end value" is 200. My "gain" is correct at 100, however the "%Gain-I" gives a wrong value. please assist. thks


Hi Steves,

How are you determining the %Gain-I is wrong? It may just be calculating differnt than you expect? From within this report you can select "Help / Help on Report", and then the equation for %Gain-I will be available. This may clarify why the figure is being reported the way it is. Also, if you're looking for a different %Gain you might want to use a Custom report, and choose whatever %Gain you want.

Thanks,
Mark
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Fund Manager - Portfolio Management Software



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