Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Adding to default GICS Industry Groups

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

Postby ThomasK » Thu Jul 10, 2014 12:51 pm

Hi Mark,

I posted something yesterday that does not seem to show. Same topic.

I want to add some asset groups: cash, bonds, precious metals.

I'm concerned that I might interfere with the functioning/calculating of the program.

What do I need to watch out for?

Thanks,
Thomas
ThomasK
 
Posts: 173
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada

Postby Mark » Thu Jul 10, 2014 1:01 pm

Hi Thomas,

If you're using GICS Industry Groups for your Sectors you can safely rename/use any of the "Unused X" sectors. When using GICS, you must manually assign your investment properties, as these aren't "retrievable", like they are if you stick with the Morningstar sector names.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ThomasK » Thu Jul 10, 2014 1:12 pm

Great.

Is it also safe to rename/use any of the Asset Type labels still?
ThomasK
 
Posts: 173
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada

Postby Mark » Thu Jul 10, 2014 1:38 pm

Yes, you can rename any of the category labels. The only restriction is if you want to retrieve asset types and sectors from the internet, you need to leave the preset ones with their default labels. Even if you're retrieving, you can change any of the "Unused x" labels and use them. If you're manually assigning your investments to categories, you can change all the labels you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 7 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.