Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Entering original data

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

Postby Mary Kennedy » Fri Aug 16, 2019 11:35 am

Can I create a field of my own and then enter my own data into it? For instance, suppose I subscribe to Morningstar and would like to include their ratings in my FM report. I would want a new field called, say, MStar, but then I would need to enter data into that field for all my stocks? Give one of them a 3, another one a 5, etc. How would that be done?
Mary Kennedy
 
Posts: 91
Joined: Sat May 08, 2010 2:36 pm

Postby Mark » Fri Aug 16, 2019 3:28 pm

Hi Mary Kennedy,

Yes, you can do this using Custom Investment Properties. You customize the name/type of each of the properties (Options / Custom Investment Properties...) , and then assign them under the Investment Properties... / Custom dialog for each investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9763
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 5 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2021 Beiley Software, Inc. All rights reserved.