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How Can I Delete Asset and Investment Goal Labels

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

Postby ThomasK » Wed Feb 20, 2013 10:37 am

Hi Mark,

Question: How can I actually delete/remove labels from the Asset Type and Investment Goal lists those "user defined" lines I am not using?

Background:
I use the S&P GICS system so I edited (via Options / Category Lables) most of the default "User Defined ## labels to the GICS nomenclature but there are still "User Defined" labels remaining that I simply do not need. Ditto with Investment Goals.

The issue is that sometimes I DO like seeing all the asset types EVEN IF they are zero values so what I'm looking to do is to remove the "extra" asset labels I am not using.

I don't see a "Delete" or "Add" button on the Category Labels window so I'm guessing this will be a registry edit?

Thanks,
Thomas




p.s. in a previous posting while looking for the answer to my issue i came across a post where you recommend delving into the registry to see the complete list to print it as a user was wanting to see the entire list. Simply running a report Listing by Asset Type does the same thing as long as you allow zero values to show.
ThomasK
 
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Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada

Postby Mark » Thu Feb 21, 2013 8:49 am

Hi Thomas,

Sorry, you cannot delete unused category labels. There is no registry edit either that would allow you to do this.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby ThomasK » Thu Feb 21, 2013 12:45 pm

Thanks,

Please include having the ability to add/delete Asset Type and Investment Goal labels as a recommendation for a future release.

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


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