Re: Yield in Portfolio Performance chart

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Posted by Mark on October 30, 2006 at 15:08:03:

In Reply to: Re: Yield in Portfolio Performance chart posted by Harry Teder on October 30, 2006 at 13:52:16:

: : Hi Mark- that makes sense for investments bought on one date but my report has a number of investments, bought at different times. Thus a specific starting date should be used for each investment, and there is no provision in FM for that.
: : Similar issue with Yield. I can get the Yield % to show for a particular investment by fiddling with the closing date of the report, but I really want to see it for ALL investments. Surely the report is not meant to show data for just a single date(s)?

: If you would just point me towards the appropriate section of Help, I'll start digging. Harry

Hi Harry,

The date range for reports are applied consistently to all line items in a report. There are some special fields in the custom report, such as "ROI yield (inception)", where the yield is calculated from each investment's first transaction up through the ending report date.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Yield in Portfolio Performance chart Harry Teder 16:53:48 10/30/06 (1)
  • Re: Yield in Portfolio Performance chart Mark 17:00:52 10/30/06 (0)