Search found 3 matches
Search found 3 matches • Page 1 of 1
- Tue Jul 17, 2018 8:08 am
- Forum: General questions and comments
- Topic: portfolio fees
- Replies: 2
- Views: 608
Hi I love this program and it has certainly helped me clarify my retirement planning. I have a question on how best to handle portfolio fees. These are calculated/deducted based on a percentage of the portfolio value so will vary depending on how the portfolio does. I cannot see an obvious way to ha...
- Thu Oct 05, 2017 8:38 am
- Forum: FRP standalone application
- Topic: What's next?
- Replies: 10
- Views: 4484
Hi, I really love the program but would like the ability to specify future expenses as a percentage of portfolio value, e.g. fund mgmt fees. At the moment, I take the estimated portfolio value, calculate dollar amounts and then put these as fixed expenses. Being able to specify a % would mean the ex...