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Flagging or Color Coding Specific Investments

General questions about using Fund Manager that do not fit into any other forum.

Postby rpat » Fri May 23, 2014 5:07 pm

My portfolio currently includes a number of mutual funds which command substantial expense ratios an other fees. I would like to more closely monitor the performance of these investments to see if their added costs are justified. Color coding the fund names would be a great help. Does anyone know of a way to accomplish this?
rpat
 
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Joined: Fri May 23, 2014 4:40 pm

Postby Mark » Fri May 23, 2014 5:26 pm

Hi rpat,

You can't color code investments, but you could consider putting a copy of these investments in their own sub-portfolio called "Watch Closely" or something like that. For example:

Code: Select all
- Master Portfolio
  - Watch Closely
  - My Accounts
    - Acct 1
    - Acct 2


An investment can belong in multiple sub-portfolios.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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