Allow the user to select either % high total return or % average total return for reports
In the report summary allow the user to select either the compound total return using the high PE OR the CTR using the average PE.
8
votes
Anonymous
shared this idea
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Anonymous
commented
We use average PE total return for our decisions. It would be nice if we could go to the PERT report and see the current average TR. Now we have to step through our SSG's, one at a time, and make a list of the individual average TR's. How about putting this choice into the preferences section so clubs can choose whichever metric they want to use.
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Marty Eckerle
commented
Imporving Portfolio Average Total Return is not emphasized enough. Having the option to select either High or Average PE as a preference would improve the tool for those that wish Average PE when creating the Summary and PERT reports.