Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Print Labels + Investment Properties - Custom Dialog

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

Postby nebfinfm » Wed Apr 10, 2019 6:12 am

Hi Mark,

1) I want to rename some Assert Type / Investment Goal / Sector labels. How do I print list of existing labels?

2) What is the typical use of Custom Dialog? Can you send some examples?

Thanks nebfinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Wed Apr 10, 2019 6:19 am

Hi nebfinfm,

1) That dialog isn't printable. You could print a report that lists by category, but reports will only print categories you are using.

2) What menu command are you asking about? Do you mean where you select which fields to show in a custom report?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby nebfinfm » Wed Apr 10, 2019 6:50 am

I'm asking about "Custom" tab (10 fields) in Investment Properties. (This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties)

I don't know the use of this "Custom" tab. Can you please elaborate on the reason for this "Custom" dialog tab possibly with example.....

Thanks nefinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Wed Apr 10, 2019 6:05 pm

Hi,

You could use these for any additional information you'd like to track about your investments. For example you could track their expense ratio as described here:

https://www.fundmanagersoftware.com/expense_ratio.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 11 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.