Performance Comparison Report
« on: February 22, 2017, 10:46:33 AM »
For the life of me I can't get this tool to populate.  I tried following the instructions a few times but to no avail.  What am I missing?  I would think I'm not the only user having this issue.  Thank you for any help on getting this to work.  Steve

Re: Performance Comparison Report
« Reply #1 on: February 22, 2017, 10:56:12 AM »

Prior to using this new feature in IAMv3, be certain you have the necessary calendar month end dates for all past months/years under the asset library | historical prices.  These must be created for each calendar month end date first.  That is, regardless of last month-end trading day, use the actual calendar month end date, for example January 31, February 28 (or 29th if leap year), March 31, etc.  Once you have verified these, you can auto populate the portfolio returns for the new performance tab using the Add Year button.

If you have add’l questions, please let us know.