Combine
Performances of individual accounts; Smith family for example — Bob &
Mary Smith, Bob Smith IRA, Mary Smith, Mary Smith Roth IRA, and Bob & Mary
Smith Rental Property.
Select
analysis range @ Global Analysis Recalc.
Select/deselect
individual or global accounts that are to appear in a combined performance summary
with option to print underlying individual account reports by clicking on box
to left of Account Number or by selecting/deselecting individual accounts and
by clicking on the printer icon to retrieve, view (optional), and print a Portfolio
— Performance Combined Summary report and individual Portfolio Performance
Summary reports (optional).
Calculate
is used to reset an analysis range to global or selected accounts selected to
be included in the combined Portfolio Performance Summary.
Prior
to having the Calculate option, the user had to go back to each account and select
and save an analysis range as defined by any two dated Market Value entries and
then return to Load an select the accounts; cumbersome.
The
'From' and 'To' Windows list the analysis date range options as defined by the
Market Value entries entered @ the individual accounts.
When
the analysis range and accounts to be included in the combined report have been
selected, click on Calculate.
The
'Only Marked' checkbox enables the user to Calculate selected accounts only.
The
reason for this option....
Unchecked,
all portfolios will be set to the user selected analysis range.
This
is fine if all accounts were in existence for the entire analysis range.
If
so, unchecked will be fine.
But,
if you have some accounts that, let's say, were started during/within the analysis
range, first, select all accounts that you know were in existence during
the analysis range, second, set the From/To analysis range, click 'Calculate'
to set and save those accounts to the new analysis range, third, select
all those accounts and the other account(s) that was opened within the analysis
range and that presumably has a Market Value entry the same as the 'To' date.
The
combined report will show the dates for all accounts and will time weight all
accounts so that an individual account(s) that was not in existence during the
entire analysis range will not get the same weighting as those accounts that were.
