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One Page PDF Summary Discussion
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Member Since Nov 01, 2009 11 posts
William McNarland, CFA (PMCMG)
Jan 23 2010 at 02:38
Hi
I would love a one page pdf summary of a portfolio, similar to the portfolio summary found for my portfolio. Just one page that shoes monthly returns, drawdowns and total return. "Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." Warren Buffett |
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Member Since Nov 01, 2009 11 posts
William McNarland, CFA (PMCMG)
Jan 23 2010 at 18:45
Something that would look like a one or two page hedge fund tear sheet.
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." Warren Buffett |
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Member Since Jul 31, 2009 1049 posts
Ethan (Staff)
Jan 23 2010 at 20:48
We can definitely do that.
Thanks for the suggestion! Got a question? Need help? Send me a message! |
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Member Since Nov 01, 2009 11 posts
William McNarland, CFA (PMCMG)
Jan 23 2010 at 21:03
Great, do you think it would take a couple of months?
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." Warren Buffett |
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Member Since Aug 01, 2009 941 posts
Elkart (Elkart)
Jan 24 2010 at 01:29
Do a screen shot in the meantime.
Chang beer is evil. |
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Member Since Jul 31, 2009 1049 posts
Ethan (Staff)
Jan 24 2010 at 07:52
PMCMG posted: Great, do you think it would take a couple of months? Unfortunately, we can't say exactly when will it be ready. Got a question? Need help? Send me a message! |
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Member Since Aug 20, 2009 184 posts
kennyhubbard (compuforexpamm)
Feb 03 2010 at 11:09
I think this would be nice, but would also like to add the following to the wishlist :-
1. It would be nice if the growth chart(or balance) could be added to the report as a picture speaks a thousand words. 2. It would also be useful if the reults could be added below the chart and all of this located at the front of the report, with an option to print out all the trades. At present, my results appear at the end of a 44 page list of trades. Thanks Wealth Creation Through Technology |
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Member Since Nov 01, 2009 11 posts
William McNarland, CFA (PMCMG)
Jun 24 2010 at 12:40
Hi
Any idea when a one or two page pdf summary of returns may be available? Thanks "Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." Warren Buffett |
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