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Templates

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

Postby 4Profits » Mon Jan 29, 2018 8:13 am

Mark,
Is there any way to have a template set up so that when ever a new investment is added certain things can be automatically configured. An example of some things:
A 15% Trailing stop alert
A 100% above limit alert
A 100 and 200 % above entry trend line

Or even a set of templates and you could then select the one you want when you edit an investment. It would sure cut down on data entry.

Also is it possible to put a comment field on trend lines that could be displayed on trends when you hover over the line instead of the start, end and yield that is automatically created.

Jim
4Profits
 
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Postby Mark » Mon Jan 29, 2018 6:24 pm

Hi Jim,

Sorry, the answer is no to both questions. There isn't a "template" type feature like this, and trendlines currently do not have memos associated with them, although I can see that being useful.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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