Portfolio123 formula calculation

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1

Hello, I’m new here.
Does anyone know why manual calculation gives another result in this example?

totAstCalc.jpg
totAstCalc.jpg950×820 121 KB

2

My guess is that P123 is just rounding up.

Try it again using Screener->Showvar and take it out to say 3 or four decimal places.

3

If the Asset Growth ratio is multiplied by 1000 you’ll get 1350.4, but I don’t know how to increase the decimal precision on the chart though.

  • Maybe multiplying by 100 to get 135 for an index centered around 100 would work?
  • Or, maybe if the decimal precision is limited to 1 decimal point on the charts, another option would be to change the formula to a growth rate (AstTot(0,ANN)/AstTot(1,ANN)-1)*100

sorry, but I don’t know if the decimal precision in the charts can be changed though.

4

thanks,

yes, it’s roundind on chart

multiplying by 100 solve the problem

can you give me a link for “Showvar” using example?

5

thanks, it’s definitely rounding issue

6

ShowVar is a function in the screener. Use this as a rule:

ShowVar(@test,AstTot(0,ANN)/AstTot(1,ANN))

If you then look at the Screen Factors report (on a button just over the list of stocks after you run a screen) then you’ll be able to see the calculated value for each stock.

7

thank you