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Include in Performance

This setting allows you to specify which accounts are included in each group's performance when you run performance reports. You must leave at least one account selected for inclusion in performance reports. All performance reports respect this setting.

When you exclude an account from performance, Tamarac will not show performance returns (such as IRR and TWR) for that account, and it will not be included in the group's return calculations when reporting on the account in context of its group. When only performance columns are shown, the excluded accounts can be dropped from the Account Performance, Comparative Review, and Account Ledger reports.

Tamarac still reports the dollar values for accounts marked to be excluded from performance if a report includes value columns.

The caret symbol (^) marks accounts excluded from performance on reports.

For more information on maintaining groups, see Creating and Modifying Groups. For more information about entities in Tamarac, see Introduction to Accounts, Groups, Households, and Clients.