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Portfolio Editor Window Total Distribution

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

Postby divinest » Sun Sep 10, 2017 1:49 pm

Hi Mark, Is there a specific field that can be selected in the main Portfolio editor Window that can selected to show the total income / dividend for each position.
If not is there way to select the portfolio editor windows fields in the custom report. I am using FM 2016 personal edition. Thanks again for your excellent customer support.
divinest
 
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Postby Mark » Mon Sep 11, 2017 12:24 pm

Hi divinest,

There isn't a field for the Portfolio Editor to show the total distributions received for any investment. You can get this in a Custom report. They may not be named exactly the same, and there may be 1 or 2 exceptions, but pretty much everything in the Portfolio Editor should be available in a Custom report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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