Yield

The Yield Column is an optional column that appears on the Inputs Worksheet when enabled through the Asset Info Columns submenu within the Display Menu. If you are working with taxes (basic taxes, not tax lots), yield information is used to calculate after-tax expected return.

Yield is available for customized constraint construction and reference purposes. If you do not apply a customized constraint based on this data or work with taxes, this column will not impact the optimization.

The yield of a portfolio is the weighted sum of the assets' yields. It is displayed at the bottom of the Portfolios Worksheet, optionally on the Efficient Frontier Chart, and in tables on the Results and Charts Worksheets. Portfolio yields calculate automatically when an asset yield is changed. When basic taxes are enabled, portfolio yields will update but will not reflect optimal portfolios based on the new information until after you optimize.

See Loading for instructions on how to import yields from online sources.