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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
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- Most common mistakes when importing data.
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
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Performance Data
- Displaying daily data in default templates
- Edit cash transactions for MT4
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- How to display net and gross results in a single factsheet
- Monthly Performance (Current Year)
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Portfolio Composition
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Portfolio Tool
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Program Information
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Statistics
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- Difference between compounded and non compounded rate of return
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- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
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- Year To Date (YTD)
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- Yield to Maturity (YTM)
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Tables
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- Statistics
- Yield to Maturity (YTM)
Yield to Maturity (YTM)
Created On
Last Updated On
byadam
To set up this statistic:
1. Click Portfolio Composition in the right sidebar
2. Scroll down to Bond Metrics. Please note that Bond Metrics section is displayed only if program´s asset class is set to “Bonds”. Please see this topic for more information
3. Expand Bond Metrics
4. Fill YTM
5. Save
