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23 May, 2020 10:53 AM
How is the Investment Return report calculated
on 23 May, 2020 12:27 PM
I'm a fellow user.
This is what a MD staff member said about this in relation to the Investment Performance Report in 2015:
on 23 May, 2020 02:18 PM
Great Many thanks.
Interestingly the anomalous results seem to come from a failure to adjust for net cash within a portfolio at the start and finish.
Effectively if the cash withing a portfolio reduces over the period the “Return” has to reduced by this amount. The converse obviously applies.
I'm not sure how to accommodate this other than to know its happening. I cant seem to save this in such a way as to reopen in excel to play around with the numbers.
Saving in CSV doesn’t seem to work as I cant seem to open the file in Excel.
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on 23 May, 2020 04:51 PM
i am not support staff, just a user.
In the report click on COPY TO CLIPBOARD then in excel paste.
Hope this helps
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