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Old 11-29-2003, 05:25 PM
Glyn Simpson, MVP
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Default Re: Portfolio Performance Analysis

You could use one of the built in reports (such as performance by investment
account) and customise the dates to the period you desire.

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Glyn Simpson, Microsoft MVP - Money

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"DD" <dd[at]home.com> wrote in message
news:uNWg69htDHA.2304[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Is there a way in MS 2000 to go back in time and conduct a performance
> analysis of a portfolio as of a certain date in the past? I would like to
> assess the performance of my portfolio at certain times in the past to
> determine the overall trend but I can only get a current performance

status.
> Any help apprciated.
> DD



  #-1  
Old 11-29-2003, 01:18 AM
DD
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Default Portfolio Performance Analysis

Is there a way in MS 2000 to go back in time and conduct a performance
analysis of a portfolio as of a certain date in the past? I would like to
assess the performance of my portfolio at certain times in the past to
determine the overall trend but I can only get a current performance status.
Any help apprciated.

DD


 

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analysis, performance, portfolio
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