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Członek od Nov 01, 2009 11 postów
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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Członek od Nov 01, 2009 11 postów
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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Członek od Jul 31, 2009 1164 postów
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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Członek od Nov 01, 2009 11 postów
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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Członek od Aug 01, 2009 941 postów
Elkart (Elkart)
Jan 24 2010 at 01:29
Do a screen shot in the meantime.
Chang beer is evil. |
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Członek od Jul 31, 2009 1164 postów
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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Członek od Aug 20, 2009 202 postów
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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Członek od Nov 01, 2009 11 postów
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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