Add portfolio % gain/loss on actual money at risk
Many times a nominal portfolio of $100,000 cannot be fully invested. However, the rate of gain/loss is always calculated on $100,000. It would be great to have a report/option to show the rate of return on money that is actually invested. Removing cash is a clumsy and not totally accurate way around this. This rate of return could be based on the highest invested amount for the life of the portfolio, giving a much better total return report.
Thanks.
4
votes
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