This article is a continuation of In-House Discretionary - Portfolio Factsheet
Within the In-House Discretionary Portfolio, Historic Performance can be added:
Historic unit prices can be added to the portfolio to record the performance before the record existed in Pathways.
Click Add Unit Price History:
Enter the unit price from today's date:
As the unit prices are added, the discrete monthly performance will be calculated and a new line will appear with the previous months date. Continue entering the past performance & Save once done:
The Portfolio Cumulative Performance and Portfolio Discrete Performance will be displayed:
Enable Performance tracking for the system to automatically update the unit price history going forward:
