Re: Reports

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In Reply to: Reports posted by Mark on November 14, 2000 at 18:42:57:

: Mark,

: I have created a portfolio of all my investments for ease of updating. I also use this portfolio for two other purposes. One is to create a report of taxable distributions(for estimated taxes) and the other a report of assets subject to my state's intangible tax. Each time I do this, I close those investments that do not pertain to the particular report I am making.
:
: This is OK, but time consuming and subject to pilot error. As an alternative I know I could make separate portfolios for each of these conditions, but this is also subject to error if I forget to update them.

: In short, this is a request for the ability to tag investments with (say) up to 5 customizable tags so that I can run a report on my master portfolio and select just those investments with a particular tag. For example: I would label one tag "taxable" so that I could run a "distributions summary" report that selects taxable investments only.

: My guess is that other users would find this useful too. Is this possible for a future update?

: Regards
: Mark

Hi Mark,
Thanks for the feedback and suggestion. We have had on our "to-do" list
for quite some time the feature of "sub-portfolios". I think this would
accomplish the same thing you're trying to do here. We do plan to get this
into a future version.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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