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Re: Tabular Custom Report

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Posted by Mike on April 10, 2002 at 21:51:34:

In Reply to: Re: Tabular Custom Report posted by Mark on April 10, 2002 at 08:46:04:

: : Is there a way to produce a report of investment values listing individual investments with sub totals for portfolios and a grand total? I would like the choice of column headings to be months, quarters, years, or dates specified. FM seems to be able to do everything else but this?

: Hi Mike,

: As you may have seen FM does have a "Portfolio Value" report that
: displays the data you've described, but only for one date that you can choose.
: There is not currently an option to have multiple columns, with different
: dates per column. Sounds like a good idea though, thanks for the feedback.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: /XP
:

Thanks for your prompt response. Please put this on your list for future enhancements. I am still shopping for a portfolio manager and this report is high on my list of "wants".

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