Under Reports > Performance > Chart, it appears that the TWR return % of all added benchmarks is only based on transactions on the start of reporting period.
I have future transactions of the security and it is not reflected in the benchmark TWR %.
How do I include future buy and sell transactions for the benchmarks as well? Is there a way to duplicate all transactions for the security to the benchmark?
Duplicating the transactions one by one is too tedious
Hey sn1kk3r5, thanks for your honest answer! I was stumped by your comment but after some digging and trying stuff out, I found a way that might help someone else (though it’s not perfect). Here’s what I did
Go to Tools > Export > Transactions and export all your transactions to a CSV file.
Use the CSV import but first you gotta edit the file so all the transactions are linked to your benchmark. You’ll need to manually replace the security ID with the benchmark ID in the CSV.
This isn’t an automatic copy but it lets you upload a bunch of transactions at once. This should make your benchmark performance more accurate.
If anyone knows how to automatically replace the IDs in the CSV using regular expressions, scripts, or something like that please let me know. Your help would be super appreciated!