In a Sim or Port is there a way to see custom metrics for your holdings? I know there are several canned ones under “Fundamentals” but I want to be able to see current year earnings est (for example) for all of my holdings. Is there a way to do this? Thanks.
You can prepare a ‘Custom Report’ under the Screen menu and use [font=courier new]Portfolio(“port name”)[/font] or [font=courier new]Portfolio(portid)[/font] as the screen rule to generate a report of your holdings. Note that [font=courier new]Portfolio[/font] was recently improved to evaluate against historical holdings, so you can run the screen in the past to generate historical reports.
Thanks!
Great tip!