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Creating a Watch List

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

Postby ValueMan2014 » Fri May 30, 2014 1:50 pm

Searching through old posts I see the watch list is on the list of enhancements....

however has anyone figured out an easy way to create/track a watch list in the current version of FM? This would be a huge benefit and time saver to not have to go to another application/website to access a watch list?
ValueMan2014
 
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Joined: Fri May 30, 2014 1:46 pm

Postby Mark » Fri May 30, 2014 3:56 pm

Hi ValueMan2014,

You can have a watch list now. I suspect the other posts were maybe talking about additional features for a watch list, but you can definitely have a watch list now in FM. It is best if you put this outside your "owned" investments. For example, set up a sub-portfolio hierarchy something like this:

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


That way you can easily report on your owned accounts, and also on any watch lists you want, without necessarily combining them together.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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