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Portfolio Editor Screen

Questions on using, creating, or understanding data in Fund Manager reports.

Postby finmanjim » Mon May 26, 2014 4:16 pm

Mark,

I like to view my sub-portfolios in the Portfolio Editor window. Is there any way to customize the column displays for each sub-portfolio? For example, I wish to see the Coupon Rate for my bond portfolio but do not need this for my mutual fund portfolio.

Thanks.

Jim
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Postby Mark » Mon May 26, 2014 7:02 pm

Hi Jim,

Sorry, no. There is no option to customize the list view columns on a per sub-portfolio basis... You could create different memorized reports for this purpose though. You can memorize as many different reports as you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby finmanjim » Mon May 26, 2014 7:05 pm

Thanks Mark.

Jim
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