Hi,

I am running 2.28.0. When building a new portfolio in the Build Portfolios tab of Monte Carlo screen, I added Large Cap Stocks as one of the assets. The mean return column showed 8.90%. But on an older portfolio with Large Cap Stocks that I built a couple years ago the mean return column showed 8.70%. On the older portfolio, when I delete and re-add Large Cap Stocks, the mean return is 8.90 %.

This is telling me that either ESPlanner is not automatically refreshing the mean return values on older portfolios in the Build Portfolios tab, or I am required to refresh them manually myself. Or maybe ESPlanner is properly using the up-to-date returns by the CE when the reports are run and it is just a GUI issue.

Can you please clarify?

Thank you,

Tom Vicker