Sector performance

mg1985

Is it possible to see performance measures (profit, yield, capital gains, etc.) over time (months/years) based on Sector? When I make a pivot table using Sector for the rows the results don't make any sense. The table looks fine if I use Allocation for the rows, so I'm not sure what I'm doing wrong.

VidasMatelis

As sector is calculated by applying percentage on shares, it is not going to work properly with many calculations (like profit, cap gain). If possible, you could use SymbolGroup1..3 on Symbol table to assign symbols to specific groups and then base your pivot on that - this should work.

mg1985

That works perfect, thank you